PatronManager Help

How to Create a Door List for a Performance

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How to Create a Door List for a Performance: https://help.pm.leapevent.tech/a/938129

This article will walk you through how to create a Door List for a specific performance date.  Let's go find out how to make one!

1. Type "Door List Template" in the global search bar at the top of the page and select Door List Template

In Lightning, you can search just about anything in the global search bar from the home page, or virtually wherever you are in PatronManager - wowza!

2. Click "Save As" right away

Press "Save As" right away

You should save a copy of the template under a new name right away. This way, you don't have to worry about saving over the template.

3. Give the door list a new name under "Name"

Give the door list a new name under "Report Name"

4. Click "Select Folder"

5. File your report in an appropriate folder, so long as it's not private, and click the blue button

In this example, we've decided to put our new Door List report in the Public Reports folder, so we'll click on the "Select Public Reports" button to confirm.

6. Click "Create"

7. Click "Edit"

8. Toggle to the Filters panel

9. Click on the Event Instance Date filter and fill in the following information

  1. Range: Select "Custom"
  2. Start Date and End Date:  Both should be the performance date you'd like to report on.
  3. Click Apply to confirm your changes.

10. Click "Save & Run"

Click "Run Report"

11. Your door list is now ready to use!

It will update itself automatically, so you can check it any time.

The door list will fill in the bottom of the report
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