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"billed without payment"

Michelle Wohlers
$organization

We have an auto billing report scheduled.  It was set up long before I arrived.  

However, I was asked this morning to research whether there is a report available that we can run to identify those constituents whose received the message (transaction type) billed without payment.

I did not see one, nor did I see it (transaction type) as a criteria option for list manager or output set builder.  I am missing it or is it something we will need to request from our IT help source?

I did find the autobilling report for the day by looking in the report server and found what I was looking for.  But, is there something that I can pull just for the transaction types I am looking for within a date range?

 

Thanks so much for any ideas or suggestions,

Michelle

  • $organization

    Michelle,

    Can you just update the scheduled report to email the results to you in Excel format and then you can sort by the transaction types to find what you need?

    Michele

  • $organization

    That will work.  Even saving as the PDF will allow us to see if a payment was declined and help the development department determine if they want to contact the patron.

     

    Thank you.

    Michelle Wohlers

    Tessitura and Data Services Manager

     

    San Diego Opera
    233 A Street, Suite 500

    San Diego, CA  92101

    Phone: (619) 232-7636 

    Fax: (619) 231-6915

    www.sdopera.com

     

     

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michele Keutsch
    Sent: Thursday, May 07, 2015 1:24 PM
    To: Michelle Wohlers
    Subject: Re: [Tessitura Development Forum] "billed without payment"

     

    Michelle,

    Can you just update the scheduled report to email the results to you in Excel format and then you can sort by the transaction types to find what you need?

    Michele

    From: Michelle Wohlers <bounce-michellewohlers7363@tessituranetwork.com>
    Sent: 5/7/2015 3:06:21 PM

    We have an auto billing report scheduled.  It was set up long before I arrived.  

    However, I was asked this morning to research whether there is a report available that we can run to identify those constituents whose received the message (transaction type) billed without payment.

    I did not see one, nor did I see it (transaction type) as a criteria option for list manager or output set builder.  I am missing it or is it something we will need to request from our IT help source?

    I did find the autobilling report for the day by looking in the report server and found what I was looking for.  But, is there something that I can pull just for the transaction types I am looking for within a date range?

     

    Thanks so much for any ideas or suggestions,

    Michelle




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  • Former Member
    Former Member $organization

    You can run the Pledge Billing Summary report for the date range needed and select the pledge billing run you need. Ticket Order Billing Summary and Invoice Billing Summary work the same for their respective reports.

    Ann