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tracking on account money

Erik Schnitger
$organization

Hello all.

We have used the event Cancellation Utility for the rest of our season and have moved all of the existing money to an on Account. What "we' would like to now be able to report on it, when our patrons reach out and let us know what they want us to do with their money (donation, GC, or refund).

Is there a way to look at the moeny leaving this on account and track where it goes? i dabbled a bit in the finance data source and was able to figure out ticket returns but this one eludes me.

i looked in the existing discussions and didn't see this...so , if this thread already exists please let me know.

thanks,

Erik

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  • $organization
    As it was two years ago, I don't remember the details. However, the concept is to find some sample orders and use analytics to figure out how you can track the money in and out of the on-account payment method. The Finance cube works best because you have payment method and transaction type. In other words, you compare how it looks within the regular application with how it shows up within analytics.
     
    I attached a CancellationImpactTrackingv15_1 .dash file that was posted in the past.
     
     
     
Reply
  • $organization
    As it was two years ago, I don't remember the details. However, the concept is to find some sample orders and use analytics to figure out how you can track the money in and out of the on-account payment method. The Finance cube works best because you have payment method and transaction type. In other words, you compare how it looks within the regular application with how it shows up within analytics.
     
    I attached a CancellationImpactTrackingv15_1 .dash file that was posted in the past.
     
     
     
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