Calendar and Facility Management

These are the patron notes and contact history reports.

Calendar of Events - Daily View

The Calendar of Events - Daily View can be found as part of the calendar and facility management category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the "Calendar of Events - Daily View" to display the travelling troupe/touring sales on a daily basis. Since this report also displays timing, accomodation and contact information, it may be useful for the tour manager or stage manager.

Departments Who Benefit From This Report

Box Office
House Management
Marketing
Stage Management

Criteria Hints

It is recommended that this report be run using touring events that are for the future.

Parameter Field Condition Value
Performance Date >= [today's date]

Contact Audit Listing

The Contact Audit Listing report can be found under the Patron Notes and Contact History category. This report has additional criteria options. Click here for more information about the Sort & Subtotal tab. Click here for more information about the Formatting tab. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of all notes that have been added to a patron record under the Letter tab.

Departments Who Benefit From This Report

Box Office
Use this report to view and verify notes that have been added to a patron's record.

Criteria Hints

It is recommended that this report be run with a single patron or range of patrons as the criteria.

Parameter Field
Condition
Value
Patron Name-Last
between
(Last Name) and (Last Name)

Contact Detail for a Patron - 1 Per Page

The Contact Detail for a Patron - 1 Per Page report can be found under the Patron Notes and Contact History category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of each patron with notes and contact information.

Departments Who Benefit From This Report

Box Office
Use this report as a checklist for following up on patron notes.

Criteria Hints

It is recommended that this report be run with a single patron or range of patrons as the criteria.

Parameter Field
Condition
Value
Patron Name-Last
between
(Last Name) and (Last Name)

Contact Detail for a Patron - Condensed

The Contact Detail for a Patron - Condensed report can be found under the Patron Notes and Contact History category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of all patrons with notes and contact information.

Departments Who Benefit From This Report

Box Office
Use this report as a checklist for following up on patron notes.

Criteria Hints

It is recommended that this report be run with a single patron or range of patrons as the criteria.

Parameter Field
Condition
Value
Patron Name-Last
between
(Last Name) and (Last Name)

Daily Action Items by Employee

The Daily Action Items for An Employee can be found under the Calendar and Facility Management category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report generates a listing of all patrons with notes and contact information.

Departments Who Benefit From This Report

Box Office

Criteria Hints

It is recommended that this report be run with a single patron or range of patrons as the criteria.

Parameter Field Condition Value

Task List Report

Traveling Troupe Itinerary-List Format

The Traveling Troupe Itinerary can be found under the Calendar and Facility Management category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

This report contains an itinerary of a Traveling Troupe performance as it entered into Theatre Manager. Information in regards to call times, travel times, and performance are all listed.

Departments Who Benefit From This Report

Box Office Use this report to view and verify a copy of the itinerary for a Traveling Troupe performance.
Education Use this report to view and verify a copy of the itinerary for a Traveling Troupe performance.
Stage Management Use this report to view and verify a copy of the itinerary for a Traveling Troupe performance.

Criteria Hints

It is recommended that this report be run using only one performance as the criteria.

Parameter Field Condition Value
Event # is one of (Event Title)
Performance Date = (Date)
Performance Time = (Time)