Situation: We have 8 GL accounts that track Box Office handling fees, so we run the Transactions by Posting report to see their total within a post date range. The result of that report does not pertain any performance details. So, we run the Performance Transaction Details with the same GL codes and post dates, but both results don't match.
Question: Has anyone came across a report similar to the Transactions by Posting report that also gives you performance information such as name, date and time? Note: The result from this report must match the Transactions by Posting canned report. If so, would you be able to share that report with us?
Hi Thanh,
The Finance cube in Tessitura Analytics was built off the logic behind the Transactions by Posting report and allows you to add Performance Details into the mix. Add the fields you need from the report parameters screen as dashboard filters, and then add the fields you need from the report, along with the performance details, and with a value for the Total Transaction Amount.
Best,Chris
Hi Chris,
Thanks for your suggestion. I tried it, and it worked really well.
Best,
Tom (Thanh) Nguyen
By looking closely to the dashboard that I made, I found out that 3/4 of the records does not have any performance information. Do you know what is going on here? Please advise
Tom
Sure Thanh,
Add Transaction Type into the mix and see what you get. Likely fees.