Resource Reports

Following is a list and a description of the Resource reports.
Resource Shipping Manifest - Patron A shipping manifest report, grouped by patron, that breaks out what patron purchased what item(s) and the mailing address to ship the item to.
Resource Shipping Manifest - Resource A shipping manifest report, grouped by resource, that breaks out what resource item has been purchased the patron's mailing address to ship the item to.
Resources Sold - Patron A financial sales report, grouped by patron, that breaks out how much each patron has spent, including a list of what items they have purchased.
Resources Sold - Resource A financial sales report, grouped by resource, that breaks out how much revenue each resource has generated, including a list of patrons who have have purchased that item.
Diataxis: 
Reference

Resource Shipping Manifest - Patron

The Resource Shipping Manifest - Patron can be found under the Resource Report category. Below the image are detailed notes to help you in using the report.

Purpose of the Report

This report shows a summary of all resource sales, grouped by patron, to help track and ship items to patrons.

Departments Who Benefit From This Report

  • Box Office
  • Development
  • Administration

Criteria Hints

It is recommended that this report be run using date range. Possible options include:

  • Order Date Updated is between Date X, Date Y
  • Order Date is between Date X, Date Y

Resource Shipping Manifest - Resource

The Resource Shipping Manifest - Resource can be found under the Resource Report category. Below the image are detailed notes to help you in using the report.

Purpose of the Report

This report shows a summary of all resource sales, grouped by resource, to help track and ship items to patrons.

Departments Who Benefit From This Report

  • Box Office
  • Development
  • Administration

Criteria Hints

It is recommended that this report be run using date range. Possible options include:

  • Order Date Updated is between Date X, Date Y
  • Order Date is between Date X, Date Y

Resources Sold - Patron

The Resource Sales - Patron can be found under the Resource Report category. Below the image are detailed notes to help you in using the report.

Purpose of the Report

This report shows a financial summary of all resource sales, grouped by patron, to help inform what patrons have purchased what item, including the patrons total spend during a given time period.

Departments Who Benefit From This Report

  • Box Office
  • Development
  • Administration

Criteria Hints

It is recommended that this report be run using date range. Possible options include:

  • Order Date Updated is between Date X, Date Y
  • Order Date is between Date X, Date Y

Resources Sold - Resource

The Resource Sales - Resource can be found under the Resource Report category. Below the image are detailed notes to help you in using the report.

Purpose of the Report

This report shows a financial summary of all resource sales, grouped by resource, to help inform what resource items have purchased, including a list of patrons who have purchased that item.

Departments Who Benefit From This Report

  • Box Office
  • Development
  • Administration

Criteria Hints

It is recommended that this report be run using date range. Possible options include:

  • Order Date Updated is between Date X, Date Y
  • Order Date is between Date X, Date Y