accuracy of subscription reports

Hi everyone,

It’s the age-old ‘reporting on subscriptions’ question…  I am not concerned so much about the financials (finance is happy with gl reporting), but I need to get an accurate count of how many packages have been sold/we are selling.  It doesn’t matter to me if a show has been exchanged/returned/donated as long as that doesn’t affect the package sales number (they’re still a subscriber if they ditch one of their shows).  Likewise, I *do* need the number of subs sold to reflect if a package is returned in its entirety. 

If I do a simple TStats report of ‘package name x number of package seats, filter-sliced by season’, that seems to match the Package Sales Report. And at first glance it seems to be exactly what I want.  But…. it isn’t close to the Package column in the Performance Sales Summary by PT Category report, which is what has historically been used at my org. 

Previously, subscriptions have been reported by using the Performance Sales Summary by PT Category report and picking, say, production #2.  In theory, this should work because all of our subscription price types have the subscription category on them (and it’s not on anything else) and we’re only working with full-packages to start with.  But it looks like this report is affected by partially paid orders, not to mention it gets very messy when we get into cyo and peel-off packages.

In your opinions, which out-of-the-box method is the most accurate way of reporting on package numbers (I don’t think customization is an option at the moment)?  My thought is that TStats and the Package Sales report would be best, if it’s a true and accurate representation of the number of whole packages, but I worry about the difference between that and the Performance Sales Summary by PT Category report.  Any advice/musings gratefully appreciated, and I’d be happy to help you out with something in trade J

Cheers,
Kathleen

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Hi everyone,

It’s the age-old ‘reporting on subscriptions’ question…  I am not concerned so much about the financials (finance is happy with gl reporting), but I need to get an accurate count of how many packages have been sold/we are selling.  It doesn’t matter to me if a show has been exchanged/returned/donated as long as that doesn’t affect the package sales number (they’re still a subscriber if they ditch one of their shows).  Likewise, I *do* need the number of subs sold to reflect if a package is returned in its entirety. 

If I do a simple TStats report of ‘package name x number of package seats, filter-sliced by season’, that seems to match the Package Sales Report. And at first glance it seems to be exactly what I want.  But…. it isn’t close to the Package column in the Performance Sales Summary by PT Category report, which is what has historically been used at my org. 

Previously, subscriptions have been reported by using the Performance Sales Summary by PT Category report and picking, say, production #2.  In theory, this should work because all of our subscription price types have the subscription category on them (and it’s not on anything else) and we’re only working with full-packages to start with.  But it looks like this report is affected by partially paid orders, not to mention it gets very messy when we get into cyo and peel-off packages.

In your opinions, which out-of-the-box method is the most accurate way of reporting on package numbers (I don’t think customization is an option at the moment)?  My thought is that TStats and the Package Sales report would be best, if it’s a true and accurate representation of the number of whole packages, but I worry about the difference between that and the Performance Sales Summary by PT Category report.  Any advice/musings gratefully appreciated, and I’d be happy to help you out with something in trade J

Cheers,
Kathleen

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The discrepancies I usually see in T-Stats are eliminated when I pull in SubLineitem Status.

T-Stats works for me. We only use Flex packages so the canned sub reports don’t count those.