My Finance Manager and Director of Business Administration are looking for a way to see every dollar that still needs to be paid in Tessitura all at once. Currently to deal with our open invoices they run the Invoice Detail report, and then for all other orders we have a widget where the Order Category shows "Unpaid/Partial Paid" or "Paid in Full."
The problem with the Category thing is if a staff member forgets to flip it to the right level or just doesn't set it at all, we have no idea if those are accurate. Also, some unpaid orders are simply because an event got cancelled and the Line Items never got deleted out of the order (so unpaid is technically correct, but also not correct because the order simply shouldn't exist anymore).
And with the invoice detail, if Finance doesn't know the payment method was used, they might not run the report.
I was poking around in the Finance cube a little to see if there was a way of doing this. What I would like is Constituent Display Name to be the rows, then Unpaid tickets as one Value and Unpaid Invoices as another; with Column being any Performance Notes (such as when an event is cancelled). Is that even possible to do? I did not see a pre-built formula for "Unpaid" anything, so would I have to build something custom?
What I want in screenshot form:
EDIT: I got the Unpaid Tickets widget working beautifully! Now I'm still stuck on the Unpaid Fees widget and Unpaid Invoice widget.