Hi all,
I feel as though I'm asking a lot of questions these days, and if you know me at all, you'll know how much I REALLY dislike needing help. But nevertheless, here we are.
I am trying to report on refunds that have been processed, which seems easy enough. However, anything I try only shows orders that contain line items of returned tickets, but not transactions that occur solely in the payment window - for example, returning your On Account funds and processing a refund to your Visa card. The second layer of challenge for me is being able to determine which fiscal year these transactions belong to now that we have cancelled performances in two FYs.
Thanks to you all for being smart. I hope to be smart too when I grow up!
Be well,
Lesley
I need to be able to find the Zero Adjustment transactions like this:
Hi Lesley,
I'm doing that exact thing in Analytics using the Finance cube. My widget filters are Payment Method - just the On Account method selected; and Transaction Type - just Zero Adjustment selected. I'm using a pivot table visualization with Payment Method as my rows, Total Transaction Amount as my value, and Transaction Type as my columns.
This shows me how much money has been refunded from On Account funds.
Feel free to email me at ssur@Publictheater.org if you want some screenshots or more info.
Best,
Sheela
Lesley,
I have an old custom report that I wrote called Payments by Solicitor that might work for you in this case. It does not exactly find the "zero adjustment" transactions, but it instead finds all transactions of a certain payment type when run against the parameters.
Also, it is an InfoMaker report that, while we use it often, has not been updated recently, so it would take me a bit to get it into a form that could be sent to you; probably not until next week at the earliest. (Though I should probably get it into SSRS at some point in the not too distant future myself.)
Here is a screenshot of the report output (with parameters), to see if it would even be worthwhile for you.
John