Record Count

You use the Record Count to create a demographic profile of your data. This can be used with census information to understand market relationships or to determine the cost of postage in advance of a mailout.

To Create a Record Count, You perform the following steps:

1. Open the Reports window by clicking on the Reports button.

   

   Click here for more information on the Reports window.

2. Click on the Form Letters, Labels, Exporting & Record Counts category on the left hand side, then double click on the Record Count report on the right hand side.
3. Click the Print button.

The Count of Records window opens.



4. Use the drop down menu to select a set of parent files to use.

   Remember, in Theatre Manager, data is contained in different areas. Make sure the information being counted does not cross two different sets of parent files.

5. Click the Next button.

   The Parameters window opens to the Search tab.

   

   Click here for more information on the Parameters window.

6. Add any Criteria as needed.

   Click here for more information on adding criteria.

   To change the Marketing Flag options, adjust the boxes under Exclude Records.

7. Click the Next button.

   The Sort tab will now display on the Parameters window.

   

8. Select the fields to sort by.

   To enable the Distance Tab, add the Distance or Household Primary Distance fields from the Patron Address Category.

   

   Click here for more information on the Sort tab.

9. Click the Next button.

   The Distance tab opens. This tab is used in conjunction with sort and sub-total to control how the Distance and household pprimary distance fields are displayed.

   

10. Make the appropriate changes and click the Next button.

    The Display Fields tab displays in the Parameters window.

    

    The Display Fields tab has the option to change the Available Display Fields.

11. Select the fields to be used in the data export.

    Double click on the field name to move it to the Selected Export Fields box.

12. Click the Next button.

    The Titles and Formatting tab opens. Click here for more information on the titles and Formatting tab.

    

13. Click the Done button.

    Click here for more information on the Finished Report Window..