How to use a list of orders, instead of a list of constituents?

Hi all!

I was wondering if anyone has devised a workaround method to filter t-stats/analytics by a list of order numbers, rather than constituent numbers. I'm trying to figure out in basket contributions as opposed to performances purcahsed, but I cannot find a way to link the two.

Thanks!

  • I know of no direct way to do what you appear to be looking for.  In the Tickets and Seat cubes you can filter seats and tickets by order features.  Like Order Date.  But if what you are looking for is something like co-occurrence.  (I want all the tickets from any order that have Hamilton tickets.). I don’t know of a way to do this with the existing t-Stats client.  

     do either of you know if this is possible?

  • Former Member
    Former Member $organization in reply to Tom Brown (Past Member)

    Unfortunately the list based filter is always going to just be a list of Constituents. We use MOS and Fund to review contributions that were made in a cart with a show. 

  • A list in Tessitura is by definition a collection of customer_nos, so there is no way to use the List-Based Filter in T-Stats to filter the orders in a given report, other than to orders belonging to the constituents in the list in question. If the constituents in question have other orders that otherwise meet the rest of the criteria in the report in question, then those would remain in the report. If the orders in question had some other flag, such as an order category in common, one could potentially use that as a filter.

    If the real question here is to find out how many orders contained contributions, or took advantage of an add-on prompt etc, usually my experience is that orgs use a specific fund for that, which isn't used for any other contributions. So if the real goal is to find out which orders contain contributions, it may be possible to do that via the fund in the Contributions cube, rather than referencing anything to do with the order itself. Or if the goal is web-based contributions specifically, the presence of the  "web" user as the solicitor may be enough to narrow that down.

  • Jumping a little at this topic, I am curious as to whether or not this might be an enhancement request of some form that someone might submit.  I can certainly see the value to a Marketing team the knowledge as to what details are relevant to a particular order rather than a particular customer.  Seeing patterns and trends between orders is certainly a valuable tool and being able to determine a list of orders that have particular factors about them to then see what you see from the constituents - geographic location, donation history, wealth studies, etc... - could potentially be a valuable tool for Tessitura.

    While it might seem that a list of orders is similar to a list of constituents, and in one way it certainly is, in another way it could potentially be very different and helpful from another angle.  Just curious if there is desire for "another half" to the Lists module, the "Orders side", if you will.

  • I have definitely wished for the functionality to pull lists of orders based on specific criteria. List Manager is not super helpful if I am looking for patterns that happened with large numbers of General Public orders. You can do some things through Order Search, and some through various reports.  But I end up in SQL for anything very in-depth. 

  • Yep I've only ever found SQL helpful for this.  Oddly it one of the things that's easier with the standard tables than the BI views.  Is this kind of what you are looking for? It was looking at the in cart donations we made for a free "artist talk" event.

    use impresario

    Select o.customer_no, d.display_name, o.order_no, o.tot_contribution_paid_amt, o.tot_ticket_paid_amt, o.tot_fee_paid_amt, o.tot_paid_amt, li.line_source_no, d.sort_name

    from T_ORDER o with (nolock)
    Join T_LINEITEM li on o.order_no = li.order_no
    JOIN dbo.FT_CONSTITUENT_DISPLAY_NAME() d ON o.customer_no = d.customer_no

    where li.perf_no = 495
    and o.tot_paid_amt >0

    order by d.sort_name