Identifying CSR on a rollover transaction

We are trying to pull number of subscription orders transacted by an agent via Inbound phone channel. However majority of the subscription orders are solicitor rollover. In ticket history, the list included the original person who rolled over the subscription, the person who may have transacted/took original order (the person we want to identify) it and then the person who may have changed/seated/printed the order. Does anyone have a report that can identify the number of subscription sales by agent when the solicitor is rollover?

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  • I suppose you could pull by who owned the batch. There is a Batch Payment Detail report in the FInance folder that may give some information, although only if your batches are segregated by sales channel.


    Lucie


    ______________________________
    Lucie Spieler
    IT Development and Training Manager

    FLORIDA GRAND opera


    From: Tessitura Ticketing Forum <forums-ticketing@tessituranetwork.com> on behalf of Lynn McLaughlin <bounce-lynnmclaughlin7783@tessituranetwork.com>
    Sent: Wednesday, October 26, 2016 7:18:46 PM
    To: Lucie Spieler
    Subject: [Tessitura Ticketing Forum] Identifying CSR on a rollover transaction
     

    We are trying to pull number of subscription orders transacted by an agent via Inbound phone channel. However majority of the subscription orders are solicitor rollover. In ticket history, the list included the original person who rolled over the subscription, the person who may have transacted/took original order (the person we want to identify) it and then the person who may have changed/seated/printed the order. Does anyone have a report that can identify the number of subscription sales by agent when the solicitor is rollover?




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Ticketing Forum. You may reply to this message to post to the Ticketing forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
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  • I suppose you could pull by who owned the batch. There is a Batch Payment Detail report in the FInance folder that may give some information, although only if your batches are segregated by sales channel.


    Lucie


    ______________________________
    Lucie Spieler
    IT Development and Training Manager

    FLORIDA GRAND opera


    From: Tessitura Ticketing Forum <forums-ticketing@tessituranetwork.com> on behalf of Lynn McLaughlin <bounce-lynnmclaughlin7783@tessituranetwork.com>
    Sent: Wednesday, October 26, 2016 7:18:46 PM
    To: Lucie Spieler
    Subject: [Tessitura Ticketing Forum] Identifying CSR on a rollover transaction
     

    We are trying to pull number of subscription orders transacted by an agent via Inbound phone channel. However majority of the subscription orders are solicitor rollover. In ticket history, the list included the original person who rolled over the subscription, the person who may have transacted/took original order (the person we want to identify) it and then the person who may have changed/seated/printed the order. Does anyone have a report that can identify the number of subscription sales by agent when the solicitor is rollover?




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Ticketing Forum. You may reply to this message to post to the Ticketing forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
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