Hi there,
Do any of you have out-of-the-box reports that you like to use for EDU purposes? I use Performance Seating Book and Patron Activity reports quite a bit, but I think I have reached my limits and need to looking into some customization.
I'm currently trying to find the best report to list people that have paid tuition, and the balance on the account. It seems like the performance seating book could be the answer with some tweaks, but if anyone has some suggestions they can throw out there, I'd love to hear them.
Right now I'm using output sets, and it requires a lot of cleanup to "find" the data I'm looking for.
Thanks!
Halley
Hi Halley –
Have you looked at the Single Sale Order Listing report? I use that a lot to do tuition collections as you can filter by paid/unpaid orders.
-p.
Patrick Schley Academy Services Manager
FIRST STAGE
Transforming Lives Through Theater
325 West Walnut Street | Milwaukee, WI 53212 (414) 267-2942 direct | (414) 267-2976 fax
That was easy! Thanks, Patrick. Looks like Performance Transaction detail and Seat Order Report Detail are also really nice options for class list information.
New question:
Is there an out of the box report that will pull customer name, Tess ID, # of tickets purchased, and email? This seems so simple, and yet...
My approach would be to use output set elements. You might need to make some of your own for the # of tickets purchased, but I've found them to be pretty easy to figure out. We use standard v12 ticket history, and I have some output elements for "# unique perfs in TKW", "Total $ amount for season/perf", "total # tix for season/perf". # tickets for all time would be even simpler since you don't need a parameter, just sum up the num_seats for the vs_ticket_history table.