Use this link to share with your colleagues:
How to Create a Custom Contacts with Ticket Order and Ticket Order Item Report Type: https://help.pm.leapevent.tech/a/1171275
Have you ever wanted to pull a report of certain patrons attending an event that includes their seat location? With a custom Contacts with Ticket Order and Ticket Order Item report type, you can find out where special patrons, like your VIPs, are sitting so you can greet them or leave a gift on their seat. Pro-tip: try combining this custom report with one of our pre-packaged CRM Snapshots as a cross filter - it's one of our favorite reporting tricks!
In this article, we'll provide step-by-step instructions on how to create this report type. This should take about ten minutes - let's dive in.
1. Click on the gear and go to Setup
2. Search for and click on Report Types
3. Click "New Custom Report Type"
4. Fill in the Report Type details
- Primary Object: Contact
- Display Label: Contacts with Ticket Order and Ticket Order Item
- API Name: Contacts_with_Ticket_Order_and_Ticket_Order_Item (auto-fills based on the Report Type Label)
- Description: "Report shows Contacts with Ticket Order and Ticket Order Item"
- Store in Category: Accounts & Contacts
- Deployment Status: Deployed
- Click "Next"
5. Click the "Click to relate another object" tile
6. Select Ticket Orders from the lookup, and then click "Click here to relate another object" once more
7. Click "Click to relate another object" again
8. Select Ticket Order Items from the lookup, and click "Save"
9. You can now choose your new report type when you create a report from scratch in the Reports tab!
