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Requesting Reports

Explains how to request reports from the Request a Report page and outlines the information each available report provides.

Requesting a Report

When you need more detail than a dashboard can give you, request a report. Go to Reports & Imports › Request a Report.

The page is split into five category tabs — Members, Point of Sale, Engagement, Prize Store, and Content. Each row names a report, describes what's in it, and gives you a Generate button. Expand a row's description to see the exact columns the CSV will contain.


How to generate one

1. Pick the category tab, find your report, and click Generate.

2. If the report reads a time window, set a Date Range. Quick buttons cover Last 7 days, Last 30 days, Last 90 days, and Last year. Reports that are a snapshot rather than a range ask for a single Balance On date instead, and reports that ignore dates entirely don't ask at all.

3. Under Generate, choose Now or Later. Picking Later lets you set a date and time — the report runs automatically then, in your site's timezone.

4. Click Request Report.

You'll land on Past/Scheduled Reports, which is where every report is watched and downloaded. That's also where a scheduled report waits until its run time.

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Note: Point awards are backdated to when the action was performed, not when we receive it. This shows up most frequently with ticket purchases, which are frequently purchased months before awards are granted.

A few things you may run into:

  • A report that's already running shows a spinning percentage instead of Generate, so you can't accidentally queue it twice.

  • Some rows read Available on… and link elsewhere. Those reports are scoped to one specific record, so they're requested from that record's own page — see below.

  • If the platform is under heavy load, buttons read Unavailable for a while.

  • Admins with the Read Only role can browse this page but can't generate anything.


Members

Users' Details Report

The most commonly used report. A full member roster with profile fields and opt-ins.

Point Balances Report

Current point balances per member.

Points Earned and Spent Report

Point-earning transactions per member, broken out by how the points were earned.

Engagement Report

Per-member activity counts across all engagement types.

Activities Report

Every activity one member completed in a date range. Requested from that member's Manage tab.

Attendance Records Report

Event-by-event attendance records per member. Requested from the Members › Attendance view once you've picked an event.

Kids Club Report

Child roster with membership, payment, and parent details. Kids Club programs only.


Point of Sale

Available on programs running a POS integration.

  • Orders Report — POS orders as recognized by the rewards engine

  • Discounts Report — transaction-discount usage across your POS systems

  • Coupons Report — coupon redemptions and scan totals

  • Discount Code Redemptions Report — individual code-level redemption history

  • Vouchers Report — voucher issuance, status, and group assignment

  • Voucher Spends Report — per-transaction voucher spending

  • Gift Cards Report — gift card issuance and balance snapshot

  • Gift Card Spends Report — per-transaction gift card spending

  • Cash Back Report — cash back rule activity and point payouts

  • Stored Value Balance Report — point-in-time stored value balances per member

  • Stored Value Funding Report — funding events into stored value accounts

  • Stored Value Spends Report — stored value spending per transaction

  • Barcodes Report — barcode inventory for your ticketing provider

  • Loaded Ticket Spends Report — spend activity against loaded-ticket barcodes. You'll see one of these per ticketing provider your program uses.


Engagement

  • Multi-Event Report — attendance aggregated over a selected window, with method of check-in, arrival time, known duration, bonus points, venue name, and more for each event

  • Venue Check-ins Report — venue check-in events, with the number of check-ins at each location

  • Sponsor Scan Activity Report — sponsor-driven scan events, useful for reporting a sponsor's total check-ins back to them

  • Survey Answers Report — survey responses with a per-question breakdown

  • Completed Punch Cards Report — completed punch cards per member

  • Participating Punch Cards Report — individual punch events as they occur

  • Offer Impressions Report — offer views tracked from in-app surfaces

  • Offer Redemptions Report — offer redemption events

  • Promo Code Redemptions Report — everyone who redeemed one promo code, with the points it awarded them. Requested from that code's page under Point Earning › Promo Codes.


Prize Store

  • Orders Report — store prize redemptions and order history. Very helpful when you're working through a bulk list of orders.

  • Sweepstakes Entries Report — every sweepstakes entry on the site inside the date range, one row per entry. For a single sweepstakes, use Export Entries on its own page instead.

  • Lottery List Report — the full ranked entry list for one lottery, including winners, waitlist, and groups. Requested from that lottery's page under Events › Lotteries.

  • Subscription Plan Gift Codes Report — gift code issuance and redemption.

  • Endicia Labels Report — shipping-label batches. Not currently available; contact Fanmaker if you need one.


Content

Content Engagement Report — views and interactions per custom page, gallery, or ad. Not available yet. Reach out to [email protected] if you need this data.


Exporting a filtered member list

If you only want a subset of members rather than the whole roster, don't use the Users' Details report — filter the list instead.

1. Go to Members and narrow the list with search, level, status, tags, or a points range.

2. Click Download. The composer confirms how many members match your filters.

3. Open Customize Columns if you want to trim the CSV down, then request it.

For attendance, switch the Members list to the Attendance view, choose an event with the Event report picker, then click Download — that exports attendance for the event you picked.

Either way the file is prepared in the background, you'll get an email when it's ready, and it appears on Past/Scheduled Reports.

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Note: If you aren't currently using one of these features of Fanmaker, please reach out to [email protected] and someone can support you in setting it up.
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