Hi all, does anyone know of any transaction reports that output payment with billing schedule type? (monthly/annually etc?) I've had a good search around the network but not found anything relating to it so far. Many thanks, Brian
Hi Brian,
Hope you're well. Could you confirm if you're looking for a report that looks at contributions or orders? I'm having a think if there is anything that might fit your needs. I think once you schedule payments the actual schedule type you used is lost as it's done its job, so this might not be possible but I'll definitely have a ponder on it if you let me know.
Thanks,
Paul
Hi there Paul, many thanks for your reply. The payments I'm trying to analyse are just in contributions (membership payments) really grateful for the help! Brian
Many thanks Paul, The Yearly Cash Planning Report may help, I’m wondering if I can do a match up with the Batch detail on reference no. (pure speculation at the moment!) Will need to arrange some time in to take a look at it but thanks very much – I can’t remember looking at that report before. Will let you know how I get on!
Cheers,
Brian
Hi Brian, I might be completely off what you need but I wrote a report that lists out Contribution schedules like this
Heath, you made my day! Will you share that dashboard?
Well, would you look at that! I reckon that might help Brian out a lot. As Royal Opera House are self-hosted it'd be something that your database guys could put in, Brian, if Heath is willing to share the code etc. This is just one of the reasons the Tessitura Community is so great. Thanks for sharing this!
Thanks Paul/Heath/everyone!!
Ah I mean share that report.
Heath, I would love this report.
It's an SSRS report that I haven't replicated in Analytics because of the future schedule not showing up but ...It's great for our Education department as they do payment installments through Contribution schedules as well and also Capital Campaign for obs reasons.I've sent the sproc, rdl and a copy of the report setup to all 4 of you and it's a quick install. If you make if better let me know. As a self taught SQL user from the university of Google/TLCC I'm always happy to learn.@Paul I'll submit it to shared reports
It will love you back - a match made in heaven
This is great Heath! Cheers everyone.
Your awesome Heath! I can't wait to get it deployed
Woo hoo! It was one of those things that I thought "Why is this not here?" and the team wanted it. It's pretty simple so you can customise the b'jesus out of it and there's no reason why you couldn't use the same setup with Order billing.The reason that there are so many columns its that in excel it's easier to do a straight columns sum and pull out the values row by row for the finance team rather than making it look all pretty and grouping it but not being able to manipulate the data as easy.
Paul - it looks like this report only looks at contribution income. Do you know if there's a canned report that looks at ticketing income in the same way? We've just launched a subscription service and we're creating monthly payment plans on a ticket order and we want a similar report for that.
Hello Michele,
Thanks for messaging! I don't think there is a canned report that will do the same as this one in terms of ticketing income, but as Heath said above, his custom report should be fairly easy to modify and you could use the code base to look at ticketing income in the same way. It would be a case of adjusting the tables the report looks at to use the order schedule ones instead of the contribution schedule ones.
Hope that helps!
If you want me to give it a quick shot It should only take a sec.