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Need sales report help!

Former Member
Former Member $organization

We've recently joined Tessitura, having previously used Patron Edge. There's a report that PE used to produce that was really handy but I can't seem to find a coresponding one in Tessitura. Basically we need to get a breakdown, performance by performance for a run of shows (i.e. same title, Monday to Saturday) and break down each individual performance income total into payment types. Something like: 

01/01/2011 total =  £10,000, (£8,000 credit cards, £1,000 cash, £200 gift vouchers, £300 cheque.)

02/01/2011 total = £7,500, (£5,000 credit cards, £1,000 cash, £1,000 in gift vouchers

03/01/2011 total = £20,000 (£15,000 credit cards, £4,000 cash, £1,000 cheque)

(I'm not expecting the report to be quite to sucsinct but this is the sort of data I need to get out)

We need to know how much income, show by show, was credit card as we charge visiting producers a small % to cover the transaction charges that the banks make. 

In PE this was called "Event Sales by Performance" and that report also contained a lot of info that we didn't use, such as breaking the sales down auditorium area by area etc.

Any ideas?

 

Thanks

Greenwich Theatre, London

  • $organization

    You might look at the following Finance reports and see if one will work for what you need:

    G-L Posting Summary report by day

    Income by payment method

    Yours,

    Cheryl

     

     

    From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Simon Francis
    Sent: Monday, May 09, 2011 10:52 AM
    To: Zane, Cheryl
    Subject: [Tessitura Finance Forum] Need sales report help!

     

    We've recently joined Tessitura, having previously used Patron Edge. There's a report that PE used to produce that was really handy but I can't seem to find a coresponding one in Tessitura. Basically we need to get a breakdown, performance by performance for a run of shows (i.e. same title, Monday to Saturday) and break down each individual performance income total into payment types. Something like: 

    01/01/2011 total =  £10,000, (£8,000 credit cards, £1,000 cash, £200 gift vouchers, £300 cheque.)

    02/01/2011 total = £7,500, (£5,000 credit cards, £1,000 cash, £1,000 in gift vouchers

    03/01/2011 total = £20,000 (£15,000 credit cards, £4,000 cash, £1,000 cheque)

    (I'm not expecting the report to be quite to sucsinct but this is the sort of data I need to get out)

    We need to know how much income, show by show, was credit card as we charge visiting producers a small % to cover the transaction charges that the banks make. 

    In PE this was called "Event Sales by Performance" and that report also contained a lot of info that we didn't use, such as breaking the sales down auditorium area by area etc.

    Any ideas?

     

    Thanks

    Greenwich Theatre, London




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Finance Forum. You may reply to this message to post to the Finance forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • $organization

    What about Payments by Performance?

     

    LESLIE FILLINGHAM | Finance Director | Milwaukee Repertory Theater
    Patty & Jay Baker Theater Complex | 108 East Wells Street | Milwaukee, WI 53202
    414.224.1761 tel | 414.224.9097 fax | lfillingham@milwaukeerep.com
    Website: www.milwaukeerep.com

     

     

     

    From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Cheryl Zane
    Sent: Monday, May 09, 2011 11:07 AM
    To: Leslie Fillingham
    Subject: RE: [Tessitura Finance Forum] Need sales report help!

     

    You might look at the following Finance reports and see if one will work for what you need:

    G-L Posting Summary report by day

    Income by payment method

    Yours,

    Cheryl

     

     

    From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Simon Francis
    Sent: Monday, May 09, 2011 10:52 AM
    To: Zane, Cheryl
    Subject: [Tessitura Finance Forum] Need sales report help!

     

    We've recently joined Tessitura, having previously used Patron Edge. There's a report that PE used to produce that was really handy but I can't seem to find a coresponding one in Tessitura. Basically we need to get a breakdown, performance by performance for a run of shows (i.e. same title, Monday to Saturday) and break down each individual performance income total into payment types. Something like: 

    01/01/2011 total =  £10,000, (£8,000 credit cards, £1,000 cash, £200 gift vouchers, £300 cheque.)

    02/01/2011 total = £7,500, (£5,000 credit cards, £1,000 cash, £1,000 in gift vouchers

    03/01/2011 total = £20,000 (£15,000 credit cards, £4,000 cash, £1,000 cheque)

    (I'm not expecting the report to be quite to sucsinct but this is the sort of data I need to get out)

    We need to know how much income, show by show, was credit card as we charge visiting producers a small % to cover the transaction charges that the banks make. 

    In PE this was called "Event Sales by Performance" and that report also contained a lot of info that we didn't use, such as breaking the sales down auditorium area by area etc.

    Any ideas?

     

    Thanks

    Greenwich Theatre, London




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Finance Forum. You may reply to this message to post to the Finance forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Finance Forum. You may reply to this message to post to the Finance forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • $organization

    Hi Simon,

     

    Have you tried the Payments by Performance report? it’s located in the ticketing box office reports folder.

     

    From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Simon Francis
    Sent: 09 May 2011 16:52
    To: Halliday, Gary
    Subject: [Tessitura Finance Forum] Need sales report help!

     

    We've recently joined Tessitura, having previously used Patron Edge. There's a report that PE used to produce that was really handy but I can't seem to find a coresponding one in Tessitura. Basically we need to get a breakdown, performance by performance for a run of shows (i.e. same title, Monday to Saturday) and break down each individual performance income total into payment types. Something like: 

    01/01/2011 total =  £10,000, (£8,000 credit cards, £1,000 cash, £200 gift vouchers, £300 cheque.)

    02/01/2011 total = £7,500, (£5,000 credit cards, £1,000 cash, £1,000 in gift vouchers

    03/01/2011 total = £20,000 (£15,000 credit cards, £4,000 cash, £1,000 cheque)

    (I'm not expecting the report to be quite to sucsinct but this is the sort of data I need to get out)

    We need to know how much income, show by show, was credit card as we charge visiting producers a small % to cover the transaction charges that the banks make. 

    In PE this was called "Event Sales by Performance" and that report also contained a lot of info that we didn't use, such as breaking the sales down auditorium area by area etc.

    Any ideas?

     

    Thanks

    Greenwich Theatre, London




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Finance Forum. You may reply to this message to post to the Finance forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!


    www.southbankcentre.co.uk

    Ticket Office: 0844 847 9910

    Southbank Centre is a Registered Charity No. 298909

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  • Former Member
    Former Member $organization in reply to Cheryl Zane

    Hi Cheryl,

    I've tried this report, but it seems to look at the daily takings rather than income for each performance - but thanks for the help.

     

    Simon

  • Former Member
    Former Member $organization in reply to Leslie Fillingham

    Hi Leslie,

    I think this is the one!!!

     

    Many thanks for your help

     

    Simon

  • Former Member
    Former Member $organization in reply to Gary Halliday

    Hi Gary,

    Yes, I think this works! Just what I needed.

     

    Many thanks

    Simon

  • $organization

    Another report to refer to is Performance Transaction Detail, which provides a bit more filtering options and provides transaction level detail.  When run in Summary mode, it provides the same results as Payments by Performance.

     

    -Ryan

     

    From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Simon Francis
    Sent: Monday, May 09, 2011 1:02 PM
    To: Ryan Creps
    Subject: RE: [Tessitura Finance Forum] Need sales report help!

     

    Hi Gary,

    Yes, I think this works! Just what I needed.

     

    Many thanks

    Simon

    From: Gary Halliday <bounce-garyhalliday7201@tessituranetwork.com>
    Sent: 5/9/2011 11:17:50 AM

    Hi Simon,

     

    Have you tried the Payments by Performance report? it’s located in the ticketing box office reports folder.

     

    From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Simon Francis
    Sent: 09 May 2011 16:52
    To: Halliday, Gary
    Subject: [Tessitura Finance Forum] Need sales report help!

     

    We've recently joined Tessitura, having previously used Patron Edge. There's a report that PE used to produce that was really handy but I can't seem to find a coresponding one in Tessitura. Basically we need to get a breakdown, performance by performance for a run of shows (i.e. same title, Monday to Saturday) and break down each individual performance income total into payment types. Something like: 

    01/01/2011 total =  £10,000, (£8,000 credit cards, £1,000 cash, £200 gift vouchers, £300 cheque.)

    02/01/2011 total = £7,500, (£5,000 credit cards, £1,000 cash, £1,000 in gift vouchers

    03/01/2011 total = £20,000 (£15,000 credit cards, £4,000 cash, £1,000 cheque)

    (I'm not expecting the report to be quite to sucsinct but this is the sort of data I need to get out)

    We need to know how much income, show by show, was credit card as we charge visiting producers a small % to cover the transaction charges that the banks make. 

    In PE this was called "Event Sales by Performance" and that report also contained a lot of info that we didn't use, such as breaking the sales down auditorium area by area etc.

    Any ideas?

     

    Thanks

    Greenwich Theatre, London




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Finance Forum. You may reply to this message to post to the Finance forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!


    www.southbankcentre.co.uk

    Ticket Office: 0844 847 9910

    Southbank Centre is a Registered Charity No. 298909

    ______________________________________________________________________

    This message (and files transmitted with it) may contain confidential or copyright information. If you receive it in error, please notify the sender and delete it from your computer.

    _______________________________________________________________________




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Finance Forum. You may reply to this message to post to the Finance forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • $organization in reply to Ryan Creps (Past Staff Member)

    Does this Performance Transaction Detail still exist? I can't seem to find anything by that title in the Reports list.

    I'm trying to track down a G/L Code that's showing on the Posting Report but not showing on the G/L Report. I can't see exactly what transaction is getting that G/L Code to change that type of transaction to a different G/L.  The G/L Posting summary actually doesn't show the G/L codes for each posting???  And when you run the General Ledger Summary for the exact code you're trying to track down it just gives you amounts and the post number not the actual transaction. This shouldn't be this hard to track down. I can't find it on the Seat Map setup either. 

     

    Adria

  • $organization
    Hi Adria,

    I would try the Transactions by posting report. If you know the post number you can run by that or if you know the GL code then run using that criteria.

    Best Regards,
    Debbie


    On 23 October 2013 16:19, Adria Gunter <bounce-adriagunter1034@tessituranetwork.com> wrote:

    Does this Performance Transaction Detail still exist? I can't seem to find anything by that title in the Reports list.

    I'm trying to track down a G/L Code that's showing on the Posting Report but not showing on the G/L Report. I can't see exactly what transaction is getting that G/L Code to change that type of transaction to a different G/L.  The G/L Posting summary actually doesn't show the G/L codes for each posting???  And when you run the General Ledger Summary for the exact code you're trying to track down it just gives you amounts and the post number not the actual transaction. This shouldn't be this hard to track down. I can't find it on the Seat Map setup either. 

     

    Adria

    From: Ryan Creps <bounce-ryancreps9649@tessituranetwork.com>
    Sent: 5/9/2011 1:07:44 PM

    Another report to refer to is Performance Transaction Detail, which provides a bit more filtering options and provides transaction level detail.  When run in Summary mode, it provides the same results as Payments by Performance.

     

    -Ryan

     

    From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Simon Francis
    Sent: Monday, May 09, 2011 1:02 PM
    To: Ryan Creps
    Subject: RE: [Tessitura Finance Forum] Need sales report help!

     

    Hi Gary,

    Yes, I think this works! Just what I needed.

     

    Many thanks

    Simon

    From: Gary Halliday <bounce-garyhalliday7201@tessituranetwork.com>
    Sent: 5/9/2011 11:17:50 AM

    Hi Simon,

     

    Have you tried the Payments by Performance report? it’s located in the ticketing box office reports folder.

     

    From: Tessitura Finance Forum [mailto:forums-finance@tessituranetwork.com] On Behalf Of Simon Francis
    Sent: 09 May 2011 16:52
    To: Halliday, Gary
    Subject: [Tessitura Finance Forum] Need sales report help!

     

    We've recently joined Tessitura, having previously used Patron Edge. There's a report that PE used to produce that was really handy but I can't seem to find a coresponding one in Tessitura. Basically we need to get a breakdown, performance by performance for a run of shows (i.e. same title, Monday to Saturday) and break down each individual performance income total into payment types. Something like: 

    01/01/2011 total =  £10,000, (£8,000 credit cards, £1,000 cash, £200 gift vouchers, £300 cheque.)

    02/01/2011 total = £7,500, (£5,000 credit cards, £1,000 cash, £1,000 in gift vouchers

    03/01/2011 total = £20,000 (£15,000 credit cards, £4,000 cash, £1,000 cheque)

    (I'm not expecting the report to be quite to sucsinct but this is the sort of data I need to get out)

    We need to know how much income, show by show, was credit card as we charge visiting producers a small % to cover the transaction charges that the banks make. 

    In PE this was called "Event Sales by Performance" and that report also contained a lot of info that we didn't use, such as breaking the sales down auditorium area by area etc.

    Any ideas?

     

    Thanks

    Greenwich Theatre, London




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Finance Forum. You may reply to this message to post to the Finance forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!


    www.southbankcentre.co.uk

    Ticket Office: 0844 847 9910

    Southbank Centre is a Registered Charity No. 298909

    ______________________________________________________________________

    This message (and files transmitted with it) may contain confidential or copyright information. If you receive it in error, please notify the sender and delete it from your computer.

    _______________________________________________________________________




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Finance Forum. You may reply to this message to post to the Finance forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!



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