Hi all,
We're brand new to Tess, and seem to have stumped our implementation specialist. Hopefully someone else has sorted this out.
We're migrating from Paciolan, and our patrons became used to our ability to send them an overview of all "active" tickets on their account, after all exchanges have taken place. Context: We take exchange requests for known conflicts (or concerts they don't want to see) BEFORE printing season tickets to a) save ticket stock, and b) provide our patrons with tickets for the season that are as final as possible.
An example of this Pac Account Summary is attached.
Is there anything "out of the box" that can provide a listing of all active tickets, with event date/time, seat location, and so on, across ALL orders for any one constituent? We have multiple "seasons" (ie. Philharmonics, Pops, Compose Your Own, etc) that each concert ticket is bucketed into.
Any help you can give would be amazing. I really have tried to self-help. But there is so much documentation available that despite a search, I can't find a reference to this. I also know I may be using wrong terminology...Tess has it's own lingo which trips up searches, I'm sure.
Thanks in advance!
~ Emily
2816.Example Patron Summary (Pac)_05 03 19.pdf
To do exactly what you are showing. I'm thinking you'll need to go to a custom report. Asking here is a good idea in case someone has already created such a report and is willing to share. This would save you some time. Also whoever holds your TASK accounts can look at the repository of shared reports. You might find something there that is close to what you need. You might also try to hack something together through Output sets or Tessitura Analytics. But because it sounds like you are going to do this in a transactional way. I don't think you will be happy with the many steps that one of these approaches will take.
My $0.02
You might also cross post to the Reporting and Analytics Forum.
https://community.tessituranetwork.com/tessitura_software_forums/f/tessitura_shared_reports-9