General Reporting
17 Articles
- How to Pull a Report of Your Subscribers or Your Single Ticket Buyers
- How to Create a Door List for a Performance
- How to Modify an Existing Report Type
- How to Build Tricky Reports with Cross Filters
- Some Useful Go-To Filters for Different Reports
- Add-On Reports and Dashboards for Box Office
- Add-On Reports and Dashboards for Development
- How to Pull a Program List for Donor Acknowledgment
- How to Combine Multiple Contact Reports using Campaigns
- How to Create a Custom Contacts with Ticket Order and Ticket Order Item Report Type
Financial Reporting
18 Articles
- All About Financial Reporting in PatronManager
- How to Use the Credit Card Reconciliation Report
- Reconciling Your Payouts from Leap Merchant Services
- How to Use the Daily Sales Report
- How to Use the Sales Summary Report
- How to Use the Transaction Summary Report
- Group Sales and the Transaction Summary Report
- How to Use the Performance Report
- How to Use the Event Summary Report
- How to Use the Event Summary Report: Refunds/Exchanges
Dashboards
6 Articles
- Introduction to Dashboards
- Configuring the Inventory Tracker Dashboard
- Configuring the Purchase Time Before Show Dashboard / Purchase Time After Opening Night Report
- How to Install and Configure the Donor Giving Analysis Dashboard
- Library of Useful Pre-Loaded Dashboards
- How to Display a Dashboard on Your Home Screen