Hi all,
I am having trouble finding a royalty report that actually gives us the information we need.
The report in our legacy system was able to give us all sales for a production on a given date or range of dates. The report itself would show all sales in that specific performance or range of performances broken down by payment type (credit card, check, cash, etc.). The thing that our old system was able to do that Tessitura doesn't seem capable of, is to also include the payment type of exchanges into the performances.
We want to know how much a specific performance brought in via these different payment types, whether they paid for it using a credit card as a subscriber 10 months ago, or whether they purchased a single ticket last week. What I have heard from Tessitura and the company that built our report for us, is that there is no way to get the payment information from the original order into a performance when it was exchanged in a separate order. Since we deduct a percentage from credit card sales to cover our costs, we need to know what was paid for by credit card and what was paid for by other means.
I'm wondering what everyone else does out there for their royalty reports. Since this is a report that is universal I'm hoping someone out there has a suggestion. Any help is appreciated.
Thanks!
Isaac
Hey Issac, I rebuilt the performance sales summary by PTC report and recycled some of the code to provide was is needed for royalties. I allow the user to exclude performances if needed due to cancellation or something, select a production or productions and end date. The report use the end runs for the previous Tuesday through Sunday (We are always dark on Mondays). Our business office runs the report every Monday. I also take a snap shot of the data every time the report is run. This allows the user to run the report in audit mode if necessary.
Broken out like this:
1.Total tickets and total Revenue for each specific performance date/time
2.Week ticket totals and week total revenue production
3.Grand total total tickets and grand total total revenue for production
I also allow the user to drill down into the report in the following manner to see what makes up the report totals:
Production ->Performance -> PTG-> PT->PT_id->Customer_no->order_no.
This way if the is a number that is not sitting right with accounting they can get to the suspect problem order and fix it. I do not have the payment type in the report, but you could add it easily. Hope this gives you some ideas.
Travis