Hello,
I am trying to pull a list of all initiators who purchased tickets under a school's account. Has anyone done this or does anyone know how to do this?
Thanks,
Madison
Hi! I am trying to do this as well. Did you have any luck? Thanks!
Nancy
Hi Nancy,
Yes, but I think I just got really lucky! I did an Order Export Utility of a show I knew initiators bought tickets to and saved it in Excel. When reviewing the Excel, I noticed the last 2 columns of the file were initiator name and email address. I don't know if this is standard for the report or a customization for my organization but you could check to see it these fields show up for you too! Good luck!
Thanks Madison!
Order Export did not work for me sadly. Our database people will have to figure it out I think! Thanks again!
Hi Nancy (and Madison),
There are two tools that can help you find initiators.
First, the Role criterion can help you find constituents with ticket purchases where they are the initiator. This might work for you if there are additional criterion in you can include to limit your results to teachers (such as the fact that they bought ticket to performances that are only for schools, or used a particular price type, or have an affiliation to a school). Here'a link to the help topic that explains working with Roles in criteria sets:
https://www.tessituranetwork.com/Help_System_v141/Content/List%20Creation%20and%20Management/Roles.htm
Advanced Relationship Options are a second tool you can use. The Advanced Relationship Options will let you find all schools who purchased tickets for something and then add in the affiliated teachers. Here's a link to the help topic that explains Advanced Relationship Options:
https://www.tessituranetwork.com/Help_System_v141/Content/Criteria%20Sets/Advanced%20Relationship%20Options.htm
I hope that helps,
Kevin
Thank you! I'm going to try this now!