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Point In Time Reporting

Former Member
Former Member $organization

Hello everyone!

We have recently stumbled upon an 'inconsistency' in Analytics as it relates to sales reporting and how we match that to our financial reporting. 

As we try to dig in to something like "weekly" or "daily" sales we have come across totals that vary based on the day we pull them. For example:

  • A dashboard that is refreshed on Sunday evening states that we have $100 in total sales (with no date filter).
  • I go back in the following day (after a refresh), add ORDER DATE as a filter and see that total sales for that point in time are now $90, although overall sales have gone up.

This has made it difficult to assure Board & VP's (with confidence) that our numbers are accurate. My questions are two-fold:

  • Has anyone else noticed this?
  • How have you handled managing / explaining this upwards?

I think part of our issue is that the Tessitura database is a very fluid thing - especially as it relates to the order-date. Changes / adjustments made to orders (exchanges, returns, etc) will change how past days get reported on. Order Date isn't like a batch report date (or transaction date), which have a definitive end. 

Thanks in advance for any & all feedback!

Parents
  • $organization

    Hope I'm understanding you right. Do you mean the difference between ORDER DATE (when the order object was set up) and TRANSACTION DATE (when money was put through). For trouble shooting i like to drill down to the order or even SLI in consistency and have a look at the changes. You could look at any sales with that inconsistant order date and see if there were any transactional changes in the period that you noticed the discrepancy. I usually find it was an upgrade/downgrade/ refund or occasionally another sale in the same order #.

    Transactions by Posting Report can also help

    H

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  • $organization

    Hope I'm understanding you right. Do you mean the difference between ORDER DATE (when the order object was set up) and TRANSACTION DATE (when money was put through). For trouble shooting i like to drill down to the order or even SLI in consistency and have a look at the changes. You could look at any sales with that inconsistant order date and see if there were any transactional changes in the period that you noticed the discrepancy. I usually find it was an upgrade/downgrade/ refund or occasionally another sale in the same order #.

    Transactions by Posting Report can also help

    H

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