Hi,
We manage the ticketing and e-commerce for several other theatre organizations in the Boston area. It's a service that comes standard when they rent our space. The nice thing is, we get our hands on their patron data for prospecting and they don't need to worry about the e-commerce and expense side of presenting. We however, have never allowed these groups permission to actually use Tessitura, but we would like to explore providing them with more accurate and "on the go" reporting. One particular theatre group has become quite large over the past few years and we would like to provide them with easier access to their data.
Using the large group as an example, and since we don't want to create an actual consortium environment in Tessitura, the easiest solution I can think of is to create a unique User Group and Control Group for that large group and provide them with the data they can access. I can't, however, seem to figure out how to restrict OUR data from their viewing or reporting. For example, in the standard SSRS Report- Performance Seating Book, they are still provided the options to see our seasons and therefore could report on this patron data. Do I have to build the filter into the SSRS report template somehow and thereby create a separate report so they cannot see the other offerings?
Does anyone have any other suggestions to filter out data so they can only see their patrons? Is that possible without taking the plunge and splitting off everything and being a consortium? Any resources on this would be helpful! Thanks! :)
Hi Tiffany,
Creating a new user group with limited permissions would be the best way to go, I'd say. You can even restrict things like the Constituent Search Screen. Doing this would be far easier than control grouping your own data.
With reports, you don't have to rebuild them. In the Report Setup utility, create a new folder which will be granted to the new group in the security module then create copies of the reports they will need and save them in the folder (see copying existing report at http://www.tessituranetwork.com/~/media/Documentation/Customizations/Custom_Report_Setup.ashx. ) Then you can add filters in the Where column. The Performance Seating Book references T_PERF so you can use fields like perf_code, prod_season_no, season etc.
Cheers,
Kevin