Insights 101

Occasion has pre-formatted Reports and Analytics that can make it easier for you to run your business. 


View a Report

  1. Login to your Occasion account.
  2. Click on the "Reports" tab from the top navigation and select the appropriate report from the drop-down.
    1. Sales report
    2. Tax report
    3. Venue sales report
    4. Daily transaction report
  3. Select the duration you wish to see the report in by clicking on "Group By Month" on the top right.
  4. If you wish to export the report, click on "Export Report" on the top right.

View Analytics

  1. Login to your Occasion account.
  2. Click on the "Reports" tab from the top navigation and select the appropriate Analytics option from the drop-down.
    1. Sales analytics
    2. Traffic
    3. Trends
  3. The page will update with the appropriate analytics information.