Using Reports in FlowerBuddy
Learn how to view, filter, sort, and export reporting data across events, payments, and taxes.
Summary
FlowerBuddy reports provide a live view of reporting data with flexible filtering, sorting, searching, and export options. You can switch between Events, Payments, and Taxes reports, customize visible columns, apply advanced filters, and export matching results to CSV. Previously generated legacy reports remain available for download from the bottom of the Reports page.
Instructions
Open the Reports page.
Select the report type you want to view:
Events – View individual events and related metrics.
Payments – View individual payments and associated payment data.
Taxes – View individual tax lines for events and their tax details.
Use the available filters at the top of the report, such as date range and event status, to narrow your results.
Use the search bar to quickly find specific rows.
Click Columns to choose which columns are displayed in the report.
Click Filters to apply advanced filtering:
Select a filter field.
Choose a condition.
Enter the value you want to match.
Use Add Filter to include additional filters as needed.
Sort report data by clicking a column header:
Click once to sort.
Click again to switch between ascending and descending order.
Click again to remove the sort.
Export report data by clicking Export. The CSV export includes all rows that match your current search and filter criteria.
To access legacy reports, scroll to the bottom of the Reports page. Previously generated legacy reports can still be downloaded, but new legacy reports can no longer be created because all reporting data is now available through the live reporting experience.