Group Sales Reporting and Other Tid Bits

Hi All !

I am looking for some help and tid bits regarding group sales. 

What are the best reports to pull to track group sales, as well as track the payments made for them (or to track payments that need to be made!) 

I am interested in any other helpful tips or tricks with Group Sales and Tessitura, as we are still fairly new to this awesome database! 

Thank you! 

Parents
  • Former Member
    Former Member $organization

    Hello Kelly,

    Tstats is your best tool to pull overall sales typically by Mode of Sale.  If your looking for tracking money attached to group orders some of the reports in the Finance reports folder might work but you might need Tessitura to write a few custom reports for your specific needs, especially a Group Arrival Report which can incorporate payment status or balances.  

    Tessitura is very powerful but was designed around the household and individual models and not groups.  

Reply
  • Former Member
    Former Member $organization

    Hello Kelly,

    Tstats is your best tool to pull overall sales typically by Mode of Sale.  If your looking for tracking money attached to group orders some of the reports in the Finance reports folder might work but you might need Tessitura to write a few custom reports for your specific needs, especially a Group Arrival Report which can incorporate payment status or balances.  

    Tessitura is very powerful but was designed around the household and individual models and not groups.  

Children