Report Templates

The first thing you need to start using reports is to create a template. Templates come in two parts, depending on your workflow.

Organization Templates

From your organization settings page, navigate to the Report Templates tab to create a new template. Templates created at the organization level allow you to design the layout and structure (fields) of your templates, which your productions can then inherit (see below).

The benefit of this approach is ensuring that all productions use the same, standardized template and formatting across all reports.

Production Templates

Production-level templates are where you decide what people and/or groups will be able to view the reports.

From your production’s settings page, navigate to the Report Templates tab and create a new template. You ‘ll be able to choose between a Linked Template or a Standalone.

Linked Templates

Choose this if you want to inherit from an organization template. When creating the template, you’ll see a list of your published organization templates.

Standalone Templates

If you’re not using organization-level templates or just need a one-off template unique to a production, you can create a standalone.

Template Designer

Whether you create an organization-level template, or a standalone, the designer is exactly the same. You can add fields to your layout - and set things like whether they are required in order to save the report. You can also drag-and-drop fields to find a layout that works best for your flow.

Creating a Report

Okay. You’ve gotten this far. You’ve made a couple templates, you’ve decided who you want to be recipients and published the template in your production. It’s time to make a report!

Reports are available from the Communications tab in your production. From there, you can create a new report - selecting a published template from the list - give the report instance a name and start filling it out!

When you’re ready, you can publish a report - recipients of the template will get a notification via email and their phone (if they have the StageHub app installed).

Discussions

Recipients of reports can add threaded replies (comments) to a report. This helps centralize your discussions and keeps things out of getting buried in emails.

Analytics

Like communication announcements, you can view Analytics for a published report, to see who has viewed the report.

Insights (Coming Soon)

A new feature under consideration is the ability to view aggregate insights for your reports’ fields. This will be available for any numeric-based fields and has a variety of use cases, including:

• See trends in a chart for your house count for performances

• Track consumables to know when to resupply items like haze fluid

• Get a breakdown of ticket revenue or expenses for a performance