This report shows every Account with an Account Type of "Household." There are similar reports for "Individual," "Foundation," "Business," etc. It's probably too general to be useful on its own, but is a great starting place for reports that give you information about your patrons' households.

This report shows every Contact record in PatronManager. Start with this report when you want to answer a question that starts with "How many of my patrons..."

This is the best report to use when you build an email list - you'll likely use it often in conjunction with Emma or PatronChimp.  It contains every Contact in your system with valid email address, and who has opted in to your email list.

In other words, these are the people who want to receive marketing emails from you. You can use this list as-is for general interest mailings, but you can also use filters to more specific targeting.

This is the broadest possible list you can legally send marketing emails to. It contains every patron in your system with a valid email address who has not explicitly opted out of your marketing emails.

We don't recommend using this as your primary template for marketing campaigns because it likely includes a lot of people who don't want to get your emails, but haven't bothered to opt out either. Still, sometimes you need to reach a wider group, and this is the report for that. This can be filtered the same way as the "All Confirmed Opt-in Contacts" report above.

The easiest way to see a door list for a particular performance is to find the Event Instance in the Event Inventory and click on the "Door List" link there. Still, you may sometimes need to start from a general door list template, and this is that template.

It returns a list of attendees for all your performances, and can be narrowed by Instance Date. You can use the Door List template to locate and greet patrons during intermission for an extra touch of hospitality. This report includes the Contact ID field, so it also can be used for email marketing purposes.

This is a report of every donation in your system. It's a good starting point for reports that give you information about donations, but you'll almost certainly want to filter it a little, or at least group by a field like Account Name.

If you use the "Fund" field on donation records to direct your money into different funds, this report will be useful to you. It will tell you at a glance which donations are going to which funds, and can be filtered by Close Date to show a specific time period.

This is a great report if you want to see your top donors. We have a couple recommended filters you should add to this report to get the most accurate information.

• Filter by "Amount": this will allow you to restrict the report to only people who have donated over a certain amount. Sort the report by the same field to order your donors by Amount given.
• Filter by "Donation Record Type": You'll most certainly want to exclude the Group Sales and Group Sales Payment Record Types.

If you use the Campaigns tab to organize your appeals, and fill in the "Primary Campaign Source" field when you enter donations, this report will be very useful for you. It breaks out donations by Campaign so you can see which ones were the most effective.

This report shows every completed ticket order in your system, grouped by Event and Event Instance. Out of the box, it'll give you a lot more information than you need, but it can be easily filtered:

• By Instance Date to see ticket orders for specific performances,
• OR by Created Date to see ticket orders purchased during a specific time period.

This is the same as the last report, except it also includes reservations. It's great for estimating how many people will be in your house for each performance. This report can also be filtered by Instance Date or Created Date, to the same effect as above.

This report will help you stay on top of your subscription fulfillment. It's one of the few reports on this list that probably doesn't need to be filtered further.

The easiest way to see a door list for a particular performance is to find the Event Instance in the Event Inventory and click on the "Door List" link there. Still, you may sometimes need to start from a general door list template, and this is that template. It returns a list of attendees for all your performances, and can be narrowed by Instance Date. It includes the Contact ID field, so can be used for email marketing purposes.

This is the same as the door list, but for Reserved Seating events. It lists the seats in your house, and it tells you who has purchased a ticket for each of those seats.