This report shows transaction-level detail for the refunds and exchanges that appear on the Event Summary Report.

To use the report, you'll adjust the Ticketable Event filter to look at the same thing as the Event Summary Report you're comparing against.

This report shows transaction-level detail to compare against the Transaction Summary Report.

To use the report, you'll adjust the Transaction Date filter to match the range you selected on the Transaction Summary Report.

This report shows transaction-level detail to match against the Donation Summary Report. This is a better report to use for comparison against the summary report in the Financial Reports tab, because unlike other Donation Reports, it's based on Transaction Date rather than Close Date.

To use the report, you'll adjust the Transaction Date filter to match the range you selected on the Donation Summary Report.

This report shows all ticket refunds to donation within a timeframe or by Event.

To use the report, you'll either adjust the Transaction Date filter (to view by date range), or set the Transaction Date filter to All Time and add a filter for a particular Event. Refer to the article linked below for specific instructions.

The Transaction Summary Report (located in the Financial Reports tab) allows you to see ticket and donation transactions on the same report. When a subscription fulfillment item is refunded to Donation, the system tracks that as income on the Donation side of the system.

In this report, this specific money (from fulfillment items refunded as a Donation) was being counted as a positive on the Donation side, but was not being subtracted correctly on the ticketing side. This led to double-counting that amount in the Gross and Net totals at the top of the report.

As of this release, there is a new line in the summary section of that report for "Donated Fulfillment Tickets". This shows the dollar value of subscription fulfillment items refunded to Donation in the report timeframe, and is reflected in the Donations section (within the PatronTicket Donation total, which can also include other kinds of ticket donations).

This amount is now also subtracted from the Gross and Net Totals on the report, giving a more accurate financial picture.

Recurring credit card donations in PatronManager generate a new year of installments at the end of each cycle. These new future installments have a Stage value of "Pending", and should have a Probability value of 90%.

Some fundraising CRM Snapshots and custom reports can be filtered by this Probability value. For example, to show money that hasn't yet been received, you could filter Probability for "< 100%".

Prior to this release, newly-generated batches of future recurring donation installments (after the initial year-long batch) were having Stage values set correctly as "Pending", but Probability values incorrectly set to 100%. This could cause certain specific customized reports to treat that future-date money as already received.

This has been fixed: now newly-generated batches of future installments will have their Probability set correctly.

By default, folks who arrive early to your livestream will see your pre-stream content, and the countdown clock (if enabled). When the Instance Date rolls around, that automatically opens the player window to your broadcast, and switches to the mid-stream content.

That's fine, but what if you could show your early audience members previews of upcoming shows, or even just play some "lobby music"? Now you can! You'll find a "Start Streaming Early" button in the Control Panel:

This switches the player page over to the active state and displays the mid-stream content, so you can broadcast to your audience right away.

And best of all, this doesn't change the Instance Date in PatronManager - so you can keep selling tickets online right up until your originally-planned start time!

Showing content early is great. But how do you know there's anyone on the page watching? Easy: check the Current Viewers on the Control Panel:

Your livestream was great, but it ended ten minutes earlier than the Instance End Date you specified on the Event Instance. Do your viewers have to wait around for ten minutes before the page tells them the stream is over and shows them the post-stream content (maybe a discount on tickets to your next show)?

Not anymore! Now you can click the "End Stream" button in the Control Panel if you're finished ahead of schedule. This will flip the player page to the post-stream state.

Handy if a patron has a long history with your organization, as Portal members often do! Now they'll see their most recent Ticket Orders at the top of the list, in keeping with the sort order on the Donations tab:

When a patron logs in to PatronPortal and visits their Profile, they'll now only see the subscription renewal tab if they have a Pending Renewal subscription. Otherwise, the tab will not appear.

And that's not all! Perhaps you're setting up your season and preparing your subscription renewals. Maybe you'd like to create the renewal orders early, but spend a bit more time rearranging subscriber seating before you let patrons renew online.

Now you can control exactly when the subscription renewal tab becomes visible to patrons with a pending renewal order! By default, their renewal order will be available in Portal as soon as you create it. If you want to hide that tab for a bit longer, here's how:

Previously, if a patron added tickets to their cart and then logged in to Portal, a bug caused their cart to clear, so they needed to re-add their selections.

Now, items already added to the cart stay there when a patron logs in to Portal, speeding up their checkout process.

Benefit records are created automatically for Membership Ticket Orders, but some clients also create Benefits manually - for example, to track memberships processed as Donations or to give certain groups of patrons automatic discounts in PatronPortal.

Sometimes when manually creating Benefits, folks make a mistake, or create a duplicate Benefit record. Previously, your only option in this case was to cancel the Benefit, keeping the record in the system. Now, you can delete those mistakes!

PatronStorm is a one-way data integration to PatronManager from our partner CourseStorm's robust class registration solution. In this release, we've added a few base reports to help clients take advantage of the CourseStorm data available in PatronManager.

In late 2019, we launched the Report Finder to help you find the report you needed for the task you were trying to accomplish:

One frustration with this tool was navigation - you couldn't search the finder for results, only browse different paths. Enter: the Client Community!

As part of the new Community, launched earlier this year, we included a new knowledgebase of articles. These articles are designed to answer your specific questions quickly - questions like, "How do I get a list of my lapsed donors?", or "How do I see sales results for my upcoming show?"

As of this release, we've moved all the information that used to be contained in Report Finder to the Client Community. These articles are all tagged with the Report Finder topic so you can browse them easily. Just head to Community Forum > Reporting > Report Finder.

Has your organization completed the steps to switch over to Lightning? If not, there's one step in that process that you will need to complete before October: enabling My Domain.

You can complete this quick process to personalize your Salesforce Domain even before you're ready to make the switch to Lightning - follow these steps!