Hi everyone -
I am using the Cancellation Impact Dashboard as a starting point to hopefully be able to figure this out.
Is there a way to show where the money from a return shows up after it's been moved around a few times? For example, for our cancelled spring shows, I used the event cancellation utility to return all money to an On-Account payment method, and then used the On-Account Disbursement Utility to move those monies to gift certificates in bulk.
SO, in Analytics, the On-Account widget is inflated because it is looking at a transaction type of Ticket Refund, which is what the money originally did. However, it was moved out of On-Account into Gift Certificates, and then potentially refunded or used or donated. I tried using the Zero Adjustment transaction type, but that just shows a 0 dollar value.
Long story short, is there anyway in Analytics to track money as it moves, so that we have a more accurate idea of what is being done?
Thanks!
Just chiming in to say I've still be unable to come up with anything. Because I am trying to view payment method to payment method transactions (zero transaction is the transaction type I'm assuming), it's hard to filter this in Analytics.
Hopefully, there might be a solution somewhere!