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How to Submit a Report Case to the Client Support Team: https://help.pm.leapevent.tech/a/829727
As you might imagine, some of the most common requests our Client Support team receives are for help in putting together reports.
If you aren't able to find an answer in the reporting section of the help tab, we're happy to help you out! Here are some tips for how to get help as fast as possible when you submit a Case in the Client Community.
1. Check a few places to make sure the report doesn't already exist!
We'll help you as quickly as we can, but nothing will be faster than using a report that's already included in PatronManager. Be sure to check the CRM Snapshots and the Box Office Reports tab to see if what you're looking for is there.
2. Tell us what data you want to see
By this, we mean more than just a general description of the report. What part of your system do you want the report to tell you about? Do you want to see information about ticket orders, or about patrons who are ordering tickets? When you picture this report, what are the rows made of? What columns (fields) need to be on the report?
3. Tell us what you'd like to do with the data
Is this report to help you answer a question about your patrons? If so, what's the question? Are you sending out a direct mailing or an email campaign? Will you be calling patrons that appear on this report? An explanation of the why of this report will help us make sure the correct information is included.
4. Include details about what you've already tried
Did you already try to create this report? Where did you hit a roadblock? Send us the reports you've already tried, with information on why they don't work for your needs. This will help us get closer to what you're looking for and minimize communication back and forth.
Did you search for help with your report in the PatronManager Help tab? Where did those resources fall short? This information will help us improve our documentation.