This may be something easy in RMA or analytics, but I'm having difficulty finding what I need. I'm looking to run a report that shows current subscription paid amount and what's left in payment plans, based on a specific GL. IOW, I only want to see ticket sale amounts, excluding fees. (there was a time I was trying to put together a report that would show me how ,much is expected to come in, during a future month, so financing could get an idea of future cash flow. Something like that would work too.)
I.E.
We've sold $500,00 so far for next year's subscriptions; $400,000 received, $100,000 still waiting to come in through payment plans. You'd think there'd be a canned report that would show this, but not that I've seen.
Hope that makes since.
Thanks in advance,
Holton
Hey Holton,
Are you on V15? If so, what is your email address. I threw together a quick pivot table dashboard that I think might be what you are looking for.
- Chris
Hi Chris! Could you also email your dashboard to me? I'm curious as to what this looks like!
asanders@granadasb.org
Thanks!
Sorry Chris, I totally lost track. Yes, I'm on 15. It's hjohnson@austinopera.org. Thanks.
Christopher Cuhel if you can send to me as well would be wonderful. nbaker@kauffmancenter.org
Hey Chris! I'd love to see your dashboard too - we're about to dive into sub sales and tracking payment plans will be extra important this year! asimm@umich.edu
Sadly I did that at a previous organization. Perhaps reach out to Autumn and see if she can send it.
Hey Anna. Sadly I did that at a previous organization and don't have access to the dashboard any longer. Perhaps reach out to Autumn and see if she still has it.
No problem, thanks!