Hi
I'm looking for a report that will give me the total amount of monies refunded for a particular performance.
I've tried the Transactions by Posting report but this includes orders where money has been refunded from the performance and then either dontaed or held as a credit by the customer.
Any suggestions/pointers?
Jen
Following!
It's not a report, but there is a widget in the Cancellation Impact Tracking dashboard in Analytics called Ticket Refunds by Production Season. I tweaked it to filter only the relevant seasons and Payment Methods, and break by Payment Method Type (On Account vs. Credit Card) — it shows as a bar chart, but when I hover over the bars, it shows the values; or you can export the values as a csv file. I'm sure you could also change the filter to just Performance(s) instead of a Production Season(s), and/or change the view to a table.
Thanks Kate, but we don't have analytics so need to rely on reporting for this info.
Have you tried the Income by payment method report with the detail level as Unit/Designation? I run this for my refund report that I have been doing daily. Here are what all my parameters look like:
And then I built a pivot report to combine certain methods of payment.
Thanks,
Sally Slocum | Director of Ticketing & Analytics
Broadway Sacramento | Broadway at Music Circus & Broadway On Tour
1419 H Street, Sacramento, CA 95814 | P: 916-557-2774 | F: 916-557-2775 | broadwaysacramento.com
Formerly California Musical Theatre
I should have mentioned that I put it into a csv file so that I can use the excel pivot report that I built.
Hi Jen!
Have you taken a look at Performance Transaction Detail (in Ticketing Box Office Folder)? There are several parameters, so you can make it broad or very specific, and in detail mode it shows each transaction grouped by Payment Method.