Report Navigation

After logging into Visit, the reports can be accessed through the Reports section. This section will have Operational and Financial report and a sub-section of Analysis reports, which can be expanded to access Contacts, Email Marketing, Memberships and Sales and Bookings report. 
 

Different pages of the report can be navigated through the tabs at the bottom of each report 

Basic Guidelines for Report Usage

Some reports have a relative date filter as shown below. First 

• Select relative dropdown (e.g., "Next"in the first dropdown field) to choose a relative date option like "Next," "Last," or "This," depending on your needs.

• Set the Duration: Enter the number of weeks, months, or days (e.g., "1" in the second dropdown field) to define the range.

• Adjust Units: Use the dropdown next to the number (e.g., "Weeks"in the third dropdown field) to select the appropriate time unit (e.g., Days, Weeks, Months, Years).

• Review the Date Range: Check the preview or applied date range (e.g., "05/09/2025 - 11/09/2025") to ensure it aligns with your requirements.

Below date filter uses “From Date” (left dropdown) and “To Date” (right dropdown) to filter the report based on the selected date range. 

Dropdown filters, like the one shown below, usually allow multiple selections. However, if only one option can be selected by default, holding down the Ctrl key will enable selecting multiple options.

At the top right corner of each visual in Power BI, there are set of small icons. These allow user to interact with the visual by drilling up or down through different levels of data.These icons are only visible if the visual supports drill down.

• Up Arrow (Drill Up): Moves back up one level in the hierarchy (e.g., collapsing an expanded data point such as a replica kit).

• Down Arrow (Drill Down by Selection): After clicking this icon, you can select a specific data point to drill down into its details.

• Double Down Arrow (Drill Down One Level): Drills down one level in the hierarchy across all data points each time you click it.

• Branching Down Arrow (Drill Down with Hierarchy): Drills down one level while preserving the hierarchical context, showing related data in the next level.

*Clicking on any data point, whether in a chart or a matrix/table, will filter the other visuals in the report. This can be used to focus on specific information, such as the successful scan times of a particular booking reference.

 
Visit Operational

This report is designed to provide insight into the operational status of the business and support day-to-day management.

• Bookings, Scheduled Bookings, and Group Bookings: Provide different views of bookings depending on the products used by customers.

• Scans: Display successful scans in near real-time, allowing customers to monitor how many people are passing through the system.

• Audits: Show activities such as logins, till opens, clears, and payments.

• Resource Capacity: Displays the real-time capacity of bookable resources.

Visit Finance

These reports are designed to support day-to-day reporting of sales and revenue. Reports are often split by:

• Take Date: The date payment was taken.

• Use Date / Visit Date: The date the product was used.

Key points:

• Most reports can be filtered using the options provided.

• Unpaid revenue and tax (from part-paid bookings) are excluded from most revenue reports.

• Future Revenues: Focuses only on unpaid revenue and tax, showing how much has been promised but not yet received.

• Filters exclude non-revenue items such as promotions and discounts (these may need to be customized per client, depending on naming conventions for payment methods).

• Payment Summary by Take Date: Shows the split of payments between Web and POS, and how much value is given away through discounts and promotions.

• Transaction Summaries: Break down products within categories.

• Complimentary Tickets: Shows the complimentary tickets by product and product group

• Coupon Redemptions: Shows the coupons redeemed.

• Donations: Shows the donations received by booking.

• The final pageInformation provides supporting information to help customers interpret the data.

Analysis Reports

Contacts

• Reports on the quantity and quality of contact data, including demographic details.

• Displays how many contacts can be emailed and visualizes demographic distribution.

• Shows growth of contact data over time.

Email Marketing

• Analyzes the performance of email marketing campaigns over the past three years, generally at a campaign and e-comm level.

• Campaigns can be used to group e-comms for more targeted reporting.

• Reports include delivery, opens, open rates, and unique clicks.

• Delivery times and open rates help identify the most effective times to send emails.

• Subject line and link performance within emails are also analyzed.

• Includes demographic insights where contact data is available.

Sales and Bookings

• Summarizes sales and booking data to identify trends and actionable insights.

• Total Net Revenue: Overall revenue figure (e.g., £5.14M).

• Revenue by Day of Week: Performance across Monday to Sunday.

• Revenue by Product Type: Breakdown by categories.

• Revenue by Product Name: Detailed revenue for specific products.

• Revenue by Sales Channel: Contribution from different channels (e.g., Safari POS, Tesco Safari) with percentages.

• Quantity by Promotion: Number of items sold under each promotion or discount campaign.

• Year-on-Year & Month-on-Month Growth: Trends and percentage changes for product types.

• Sales Funnel by Product Type:  Visual representation of revenue distribution across product types.

• Guest Booking Data:Comparison of guest vs. non-guest checkouts and booking value trends for recent months.