The Custom Reports feature in INDY allows you to create tailored reports that focus on the data most important to your cinema or circuit. Reports can be:
Personal Reports (visible only to you)
Circuit Reports (shared across your circuit)
Library Reports (standard INDY reports)
Creating your own reports gives you full control over datasets, groupings, and filters to support operational, financial, and marketing insights.
Step 1: Create a New Report
Navigate to the Reports area in INDY.
Identify the category you want to create the report in (e.g., Dashboards, Concessions & Items, Showtimes, Box Office).
Right-click the category heading → New Report.
Name the report and Save.
The report will now appear as blue (personal report) until you promote it.
White = Circuit report (shared)
Dark gray = Library report (standard)
Step 2: Edit the Report
Open the report and click the kebab menu (⋮) → Edit Personal Report.
Add elements to the report:
Table element (most versatile)
Charts, counters, and other components for visual reporting
Step 3: Configure Report Settings
Insert parameters such as:
Date Range (most common)
Single Date
Site vs. Circuit filters
Save your settings to enable dynamic filtering for your report.
Step 4: Define Data & Groupings
Right-click table heading → Edit Table.
Choose your Dataset (e.g., Order Items, Ticket Sales, Memberships).
Select Group By options to organize your data (e.g., Order Item Type, Movie, Ticket Type).
Define Column Order to measure metrics such as:
Count
Net, Tax, Gross totals
Other financial or operational metrics
Step 5: Adjust Report Display
Custom Title & Description – override the default auto-generated title
Column Width – resize for clarity
Sort By / Descending – organize data alphabetically or numerically
Effective Type – determines how dates are calculated (e.g., event date vs. transaction date)
⚠ See the Effective Types training video for full guidance
Step 6: Apply Filters
Right-click → Edit Filters
Include or exclude elements from the report.
Example: Exclude Booking Fees and Surcharges
Filters persist across all future runs until manually changed.
Step 7: Save & Share
Save your work from the kebab menu to finalize changes.
Promote to Circuit Report if you want all sites in your circuit to access it.
Your report is now ready for ongoing analysis.
Example Use Case
Dataset: Order Items
Group By: Order Item Type
Columns: Count, Net, Tax, Gross
Filter: Exclude Surcharges and Booking Fees
Output: Shows candy bar, café items, memberships, and other item sales by type and revenue
Tips for Staff
Use Personal Reports to experiment before promoting to the circuit.
Always save work after making changes to avoid losing edits.
If unsure about Effective Types or datasets, contact INDY Support for guidance.