Money trail report for (Covid) canceled productions

I have a request for $ refunded, $ to ticketing on account, $ to devo on account per production.  Refunds seem plausible in Analytics if not a standard report, but I don't see any way to backtrack from on account to a production. Pretty new to this, so maybe I'm missing something.

Thanks

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  • From my point of view, payments/refunds and products/donations are rather loosely coupled in Tessitura.  When a product is in an order, the order tends to make those connections.  However, when returns are done you tend to break/lose those relationships.

    I would look at the finance cube of Tessitura Analytics.  I’m not clear that that will be fully satisfactory. But defiantly give this a try.  You may want to have a finance person take a look at this with you.  A lot of the details will be in the GL codes.  

    Based on some recent conversations in the analytic Coffee community group, I also believe that the network did an example Tessitura Analytics dashboard looking at refunds and maybe a webinar.  

    Good luck with this.  Let us know how you get on with this.  

Reply
  • From my point of view, payments/refunds and products/donations are rather loosely coupled in Tessitura.  When a product is in an order, the order tends to make those connections.  However, when returns are done you tend to break/lose those relationships.

    I would look at the finance cube of Tessitura Analytics.  I’m not clear that that will be fully satisfactory. But defiantly give this a try.  You may want to have a finance person take a look at this with you.  A lot of the details will be in the GL codes.  

    Based on some recent conversations in the analytic Coffee community group, I also believe that the network did an example Tessitura Analytics dashboard looking at refunds and maybe a webinar.  

    Good luck with this.  Let us know how you get on with this.  

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