The Graphic Map by Performance report is found under the Attendance for House and Calendar Reports category.

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 graphical map of a reserved performance showing sold seats for ALL tickets, held, and unsold seats. Sold seats are denoted by either Price Code or Promotion depending on system setup.

Departments Who Benefit From This Report

Box Office	This report can help Front of House allocate Seats on a last minute rush basis.
House Management	Use this report to see the empty seats in the theatre and assign patrons properly.
Marketing	Use this report to see areas of the venue that need more patrons and adjust marketing accordingly.
Stage Management	Use this report to let actors know where the heavy concentrations of audience members will be for the 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)

The Graphic Map by Ticket can be found under the Attendance for House and Calendar 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.

Purposeof the Report

This report generates a graphical map ofa reserved performance showing all sold, held, and unsold seats. Sold seats are denoted by either Price Code or Promotion depending on system setup.

Departments Who Benefit From This Report

Box Office	Use this report to assist with placing patrons to properly "dress" the house.
House Management	Use this report to see the heavily seated areas of the theatre and assign ushers properly.
Marketing	Use this report to see areas of the venue that need more patrons and adjust marketing accordingly.
Stage Management	Use this report to let actors know where the heavy concentrations of audience members will be for the 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)

The House Report - Available Seats can be found under the Attendance for House and Calendar 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 House Report - Available Seats to print a list of seats available for reserved seating performances. This can be printed by seat assignment to help front of house.

Departments Who Benefit From This Report

Box Office
House Management
Marketing
Stage Management

Criteria Hints

It is recommended that this report be run using .

Parameter Field	Condition	Value

The House Report - By Order (With Mailing Address and Notes) can be found under the Attendance for House and Calendar 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 is a detailed listing of patrons attending a performance of an event separated by order. It includes address information, details about the order the patron placed and notes for both the order and patron.

Departments Who Benefit From This Report

Box Office	Use this report to check on order balances for a performance. Orders with balances will not batch print tickets.
House Management	Use this report to see a listing of patrons attending a performance along with a detail of tickets purchased and notes for the patron. This includes special needs notes.

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)

The House Report - By Order (With Mailing Address) can be found under the Attendance for House and Calendar 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 is a detailed listing of patrons attending a performance of an event separated by order. It includes shipping address information (instead iof primary address), details about the order the patron placed and notes for both the order and patron.

Departments Who Benefit From This Report

Box Office	Use this report to check on order balances for a performance. Orders with balances will not batch print tickets.
House Management	Use this report to see a listing of patrons attending a performance along with a detail of tickets purchased and notes for the patron. This includes special needs notes.

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)

The House Report - By Order (With Address) can be found under the Attendance for House and Calendar 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 is a detailed listing of patrons attending a performance of an event separated by order. It includes address information and details about the order the patron placed.

Departments Who Benefit From This Report

Box Office	Use this report to check on order balances for a performance. Orders with balances will not batch print tickets.
House Management	Use this report to see a listing of patrons attending a performance along with a detail of tickets purchased.

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)

The House Report - By Order (With Address) can be found under the Attendance for House and Calendar 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 is a detailed listing of patrons attending a performance of an event separated by order. It includes shipping address information and details about the order the patron placed.

Departments Who Benefit From This Report

Box Office	Use this report to check on order balances for a performance. Orders with balances will not batch print tickets.
House Management	Use this report to see a listing of patrons attending a performance along with a detail of tickets purchased.

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)

The House Report - By Order (Without Notes) can be found under the Attendance for House and Calendar 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.

Purposeof the Report

This report is a detailed listing of patrons attending a performance of an event separated by order. It includes details about the order the patron placed.

Departments Who Benefit From This Report

Box Office	Use this report to check on order balances for a performance. Orders with balances will not batch print tickets.
House Management	Use this report to see a listing of patrons attending a performance along with a detail of tickets purchased.

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)

The House Report - By Patron (With Notes) can be found under the Attendance for House and Calendar 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 is a detailed listing of patrons attending a performance of an event. It includes a listing of the tickets the patron purchased for the event and order notes.

Departments Who Benefit From This Report

Box Office	Use this report to see a listing of all patrons attending a performance along with a detail of the tickets they have purchased and order notes. Orders with an outstanding balance will not print with batch tickets.
House Management	Use this report to see a listing of all patrons attending a performance along with a detail of the tickets that they have purchased and order notes.

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)

The House Report - By Patron (Without Notes) can be found under the Attendance for House and Calendar 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.

Purposeof the Report

This report is a detailed listing of patrons attending a performance of an event. It includes a listing of the tickets the patron purchased for the event.

Departments Who Benefit From This Report

Box Office	Use this report to see a listing of all patrons attending a performance along with a detail of the tickets they have purchased.
House Management	Use this report to see a listing of all patrons attending a performance along with a detail of the tickets that they have purchased.

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)

The House Report - By Ticket (With Notes) can be found under the Attendance for House and Calendar 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 is a detailed listing of tickets for the performance and includes patron and order information and notes.

Departments Who Benefit From This Report

Box Office	Use this report to see a listing of all tickets for a performance along with patron, order information and order notes. Orders with an outstanding balance will not print with batch tickets.
House Management	Use this report to see a listing of all tickets for a performance along with patron, order information and order notes.

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)

The House Report - By Ticket (Without Notes) can be found under the Attendance for House and Calendar 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 is a detailed listing of tickets for the performance and includes patron information.

Departments Who Benefit From This Report

Box Office	Use this report to see a listing of all tickets for a performance along with patron information.
House Management	Use this report to see a listing of all tickets for a performance along with patron information.

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)

The House Report - Dinner Table Tents can be found under the Attendance for House and Calendar 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.

Purposeof the Report

This report generates a listing of patrons attending the performance in a format that can be printed, separated, and placed on a dinner table as a marker.

Departments Who Benefit From This Report

House Management

Use this report to create placeholders for dinner tables so patrons can easily locate their seats.

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)

The House Report - Reservation List (With Notes) can be found under the Attendance for House and Calendar 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 shows a summary of all order reservations for the performance along with ticket quantity, patron notes and order notes. All reservations are included in this report along with confirmed orders.

Departments Who Benefit From This Report

Box Office	Use this report for a quick summary of all reservations for the performance and to check for order notes. Orders with outstanding balances will not print with batch tickets.
House Management	Use this report for a quick summary of all reservations for the performance and to check order and patron notes. This includes special needs notes.

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)

The House Report - Reservation List (With Order Balance) can be found under the Attendance for House and Calendar 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 shows a summary of all order reservations for the performance along with balance information. All reservations are included in this report along with confirmed orders.

Departments Who Benefit From This Report

Box Office

Use this report for a quick summary of all reservations for the performance and to check outstanding order balances. Orders with outstanding balances will not print with batch tickets.

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)

The House Report - Reservation List (Without Notes) can be found under the Attendance for House and Calendar 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 shows a summary of all order reservations for the performance along with ticket quantity, patron notes and order totals. All reservations are included in this report along with confirmed orders.

Departments Who Benefit From This Report

Box Office

Use this report for a quick summary of all reservations for the performance and to check for order totals.

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)

The House Report - Reservation List by Order (With Notes) can be found under the Attendance for House and Calendar 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.

Purposeof the Report

This report shows a summary of all ordersfor the performance along with ticket quantity, patron notes and order notes.

Departments Who Benefit From This Report

Box Office	Use this report for a quick summary of all reservations for the performance and to check for order notes. Orders with outstanding balances will not print with batch tickets.
House Management	Use this report for a quick summary of all reservations for the performance and to check order and patron notes. This includes special needs notes.

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)

The House Report - Reservation List by Order (Without Notes) can be found under the Attendance for House and Calendar 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.

Purposeof the Report

This report shows a summary of all orders for the performance along with ticket quantity, patron notes and order totals.

Departments Who Benefit From This Report

Box Office

Use this report for a quick summary of all reservations for the performance and to check for order totals.

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)

The House Report - Revenues by Patron can be found under the Attendance for House and Calendar 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.

Purposeof the Report

This report shows a breakdown of the revenue for each order attached to a performance of an event.

Departments Who Benefit From This Report

Box Office	Use this report for a detail of the revenue generated by each order.
General Manager	Use this report for a detail of the revenue generated by each order.

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)

The Play Detail can be found under the Attendance for House and Calendar 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 detailed listing of an event including the G/L accounts assigned to the event.

Departments Who Benefit From This Report

Box Office	Use this report to verify that all details have been set properly prior to the event going on sale.
Accounting	Use this report to verify that all G/L accounts have been properly assigned to the event.
General Manager	Use this report to verify that all details have been set properly prior to the event going on sale.

Criteria Hints

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

Parameter Field	Condition	Value
Event #	is one of	(Event Title)

The Event List (With Notes) can be found under the Attendance for House and Calendar 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 lists the events selected in a more detailed format than the Event List report. Additional contact information and event notes are included on the report.

Departments Who Benefit From This Report

Every Department

Use this report as a quick guide to upcoming events and detailed information in regards to performance dates, venues, ticket purchasing, and event notes.

Criteria Hints

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

Parameter Field	Condition	Value
Event #	is one of	(Event Title) or (Event Title) or (Event Title)

Use the SHIFT key to select a series of events, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual events.

The Play List can be found under the Attendance for House and Calendar 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 creates a listing of events with a quick view of details for the event.

Departments Who Benefit From This Report

Every Department

Use this report as a quick guide to upcoming events and basic information in regards to performance dates and venues.

Criteria Hints

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

Parameter Field	Condition	Value
Event #	is one of	(Event Title) or (Event Title) or (Event Title)

Use the SHIFT key to select a series of events, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual events.

The Event Price Codes can be found under the Attendance for House and Calendar 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.

Purposeof the Report

This report lists a price code detail for each performance of an event.

Departments Who Benefit From This Report

Box Office	Use this report to verify that the price codes for each performance of an event have properly been entered prior to going on sale.
Marketing	Use this report to view all price codes for each performance of an event.
General Manager	Use this report to verify that the price codes for each performance of an event have properly been entered prior to going on sale.

Criteria Hints

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

Parameter Field	Condition	Value
Event #	is one of	(Event Title)

The Play and Series List can be found under the Attendance for House and Calendar 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 provides a detail of all performances for an event and includes information in regards to sales method and venue.

Departments Who Benefit From This Report

Box Office>	Use this report to verify that all performances are entered correctly for an event prior to going on sale.>
Marketing	Use this report to view a detail of all performance for an event.
General Manager	>Use this report to verify that all performances are entered correctly for an event prior to going on sale.
Every Department	>Use this report as a hardcopy of information on all performances of an event or for the season.

Criteria Hints

It is recommended that this report be run using only one season or event as the criteria.

Parameter Field	Condition	Value
Event #>	is one of>	(Event Title) or (Event Title) or (Event Title)>

Use the SHIFT key to select a series of events, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual events.

The Ticket Purchase Times report is found under the Box Office Statistics category. It provides an hourly breakdown of when tickets are purchased on a daily basis. This report also has additional Time Parameter and Sort & Subtotals. Click here for more information about the Time Paramaeters Tab. Click here for more information about the Sort & Sub total 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.

Purposeof the Report

This report generates an hourly breakdown of when tickets are purchased throughout a specified time parameter.

Departments Who Benefit From This Report

Box Office

Use this report to verify when the largest number of tickets are sold.

Criteria Hints

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

Parameter Field	Condition	Value
Hour Start	=	(Time)
Hour Stop	=	(Time)

The Ticket Sales - by Employee can be found under the Box Office Statistics 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 detailed listing of the ticket sales by each employee for a specific date.

Departments Who Benefit From This Report

Box Office

Use this report to verify sales that have been done during the day.

Criteria Hints

It is recommended that this report be run using only one date or range of dates as the criteria.

Parameter Field	Condition	Value
Order Date	=	(Date)

The Ticket Sales - by Employee by Price Code can be found under the Box Office Statistics 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 detailed listing of the ticket sales by price code for each employee for a specific date.

Departments Who Benefit From This Report

Box Office

Use this report to verify sales that have been done during the day.

Criteria Hints

It is recommended that this report be run using only one date or range of dates as the criteria.

Parameter Field	Condition	Value
Order Date	=	(Date)

The Ticket Sales - by Employee by Promotion can be found under the Box Office Statistics 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 detailed listing of the ticket sales by promotion for each employee for a specific date.

Departments Who Benefit From This Report

Box Office

Use this report to verify sales that have been done during the day.

Criteria Hints

It is recommended that this report be run using only one date or range of dates as the criteria.

Parameter Field	Condition	Value
Order Date	=	(Date)

The Ticket Sales - by Order Solicitor - Detail can be found under the Box Office Statistics 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 detailed listing of the orders for each employee.

Departments Who Benefit From This Report

Box Office

Use this report to verify orders that have been done by an employee.

Criteria Hints

It is recommended that this report be run using only one date or range of dates, and/or one employee as the criteria.

Parameter Field	Condition	Value
Order Date	=	(Date)
Employee #	is one of	(Employee)

Use the SHIFT key to select a series of employees, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual employees.

The Ticket Sales - by Order Solicitor - Summary can be found under the Box Office Statistics 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 summary listing of the orders for each employee.

Departments Who Benefit From This Report

Box Office

Use this report to verify orders that have been done by an employee.

Criteria Hints

It is recommended that this report be run using only one date or range of dates, and/or one employee as the criteria.

Parameter Field	Condition	Value
Order Date	=	(Date)
Employee #	is one of	(Employee)

Use the SHIFT key to select a series of employees, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual employees.

The Tickets Printed More Than Once can be found under the Box Office Statistics 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 a listing of tickets that have been printed multiple times.

Departments Who Benefit From This Report

Box Office

Use this report to look for problems with ticket printers and also as a means of inventory control.

Criteria Hints

It is recommended that this report be run using only one date or range of dates as the criteria.

Parameter Field	Condition	Value
Ticket Date-Printed	=	(Date)

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]

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)

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)

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)

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

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)

The Course Attendance Sheets can be found under the Course Reports 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 Course Attendance Sheet ti generate a sheet to be used for attendance.

Purpose of the Report

You use the Course Attendance Sheet ti generate a sheet to be used for attendance. As attendance is entered into theatre amanger, the results can be printed using this report.

Departments Who Benefit From This Report

Instructors

To print the donations in order of Fiscal Year Use this report to track attendance.

Criteria Hints

It is recommended that this report be run using:

Parameter Field	Condition	Value
Preformance	=	Desired Class
Donation Date	is	Date Entered

More Information to come

The purpose of the Course Roster report is display who is attending the class. It also lists any relationships for the attendee so you can see things like parent contacts, emergency contacts etc.

The Course Roster report can be found under the Course Reports 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 Course Roster report to print a list of of patrons who are attending a class or course, along with their relationships to other patrons such as a parent or teacher.

Departments Who Benefit From This Report

Education	Managing the Course Roster and Emergency Contacts
Marketing	Cross selling other classes and courses to the parents
Box Office	To provide a list of who is in the building to fire personnel

Criteria Hints

It is recommended that this report be run using:

Parameter Field	Condition	Value
Event #	is one of	Desired Class or Course
Performance Series Code	contains	Day of the week for the class (if appropriate)

Course Report Cards is found under the category Course Reports.

Being able to create, assign, and print report cards is part of the Courses module. Before report cards can be used, you need to set up the following in the Setup >> System Tables >>code tables:

• Report Card Templates, click here for more information,
• Course levels, to assign different levels or grades of classes, click here for more information,
• Report Card Categories for different areas to assess students, click here for more information,
• Report Card Ratings, to describe your system of assessment, click here for more information.

The Audit List - Receipts can be found under the Donation Reports & Receipts 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 Audit List Receipts to print a list of receipts and the Donor who received them.

Purpose of the Report

Departments Who Benefit From This Report

Development

To print the donations in order of Fiscal Year Use this report to see donation receipts that have been printed and ones waiting to be printed.

Criteria Hints

It is recommended that this report be run using:

Parameter Field	Condition	Value
Donation Year	=	Desired Year
Donation Date	is	Date Entered
Campaign #	is one of	desired campaign

The Audit Trail - Donor & Pledge Daily Audit can be found under the Donation Reports & Receipts 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 Audit Trail - Donor Pledge & Daily Audit to tally data within a given time period (usually daily) based on the donations and payments recveived within a specified time frame. It is best run after the end of day wizard has been finished, because this is when all the sales postings have been finalized for the prior day and all payments have been deposited. This report can be run for a date range that is more than one day, for part of a day, or a time period that crosses two days.

Departments Who Benefit From This Report

Development	To print a list of donations and pledges received and evaluate the need to respond in a particular way to the donor.p> Use this report as a means of keeping an audit trail of donation transactions.
Accounting	Use this report as supporting information for bookkeeping or auditors.

Criteria Hints

It is recommended that this report be run using:

Parameter Field	Condition	Value
Donation Year	=	Desired Year
Donation Date	is	Date Entered
Campaign #	is one of	desired campaign

The Audit Trail - Donor & Receipt Summary - Patron can be found under the Donation Reports & Receipts 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 Donor Detail - Year (Program) to tally data within a given time period (usually daily) based on the donations and payments recveived within a specified time frame. It is best run after the end of day wizard has been finished, because this is when all the sales postings have been finalized for the prior day and all payments have been deposited. This report can be run for a date range that is more than one day, for part of a day, or a time period that crosses two days.

Departments Who Benefit From This Report

Development

To print the donations in order of fiscal year. A complete summary is printed, even notes and comments

Criteria Hints

It is recommended that this report be run using:

Parameter Field	Condition	Value
Donation Year	=	Desired Year
Donation Date	is	Date Entered
Campaign #	is one of	desired campaign

The Audit Trail - Donor & Receipt Summary Campaign can be found under the Donation Reports & Receipts 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 Audit Trail - Donor & Receipt Summary Campaign to tally data within a given time period (usually daily) based on the donations and payments received within a specified time frame. It is best run after the end of day wizard has been finished, because this is when all the sales postings have been finalized for the prior day and all payments have been deposited. This report can be run for a date range that is more than one day, for part of a day, or a time period that crosses two days. This report gives you a quick summary of donation campaigns over time

Departments Who Benefit From This Report

Development	To evaluate the fluctuations in a campaign
General Manager	Use this report as a quick summary of donation campaigns over a time period.

Criteria Hints

It is recommended that this report be run using:

Parameter Field	Condition	Value
Donation Year	=	Desired Year
Donation Date	is	Date Entered
Campaign #	is one of	desired campaign

The Campaign List can be found under the Donation Reports & Receipts 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 Campaign List to print a list of Donation Campaigns.

Departments Who Benefit From This Report

Development	Provides a list of Donation Campaigns and can use this report to verify donation campaigns are set up correctly.
Accounting	Use this report to verify that donation campaigns and G/L accounts are setup properly.
General manager	Use this report to verify that donation campaigns and G/L accounts are setup properly.

Criteria Hints

It is recommended that this report be run using:

Parameter Field	Condition	Value
Donation Year	=	Desired Year
Donation Date	is	Date Entered
Campaign #	is one of	desired campaign

The Charitable Receipts for Donor (Annual) can be found under the Donation Reports & Receipts category.

An example of the report is to the right and some notes about the report follow.

Please be aware of the Rules for a receipt to print described at the bottom of the web page.

• Click here for information on generating a report.
• Click here for information on the Finished Report window.
• This report has some custom parameters to control wording and settings on it

 

Purpose of the Report

You use the The Charitable Receipts for Donor (Annual) to print annual donation receipt summaries.

	Donation receipt options can be set for each individual donation. Only payments for donations needing an annual donation tax receipt will print. Note: you can change the receipt type for many donations on the donation list for each campaign
	The Annual Statement Style tax receipt limits to 500 records to avoid memory issues. After printing a batch of receipts, run the report process again to print the next batch.
	Be sure to set some default values in the donation tab in Company Preferences for: charitable receipt number (required in Canada) your issuing location and web site (required in Canada) Revenue Canada, IRS or information web site if required by law. (required in Canada) facimile signature. Canada Revenue Agency has specific rules about computer signatures on its web site

 

Departments Who Benefit From This Report

Development

Print Donation receipts on a preprinted form according for those requiring annual receipts

 

Criteria Hints

It is recommended that this report be run using:

Parameter Field	Condition	Value
Calendar Year	and	The calendar year that you want the Annual statement receipt for
Campaign	is	All campaigns or a specific campaign
Name/Company	like	everybody or some portion of the name and/or company if looking for individuals.

In addition to the quick criteria above, you can also use the search tab if you want to create some more elaborate search criteria such as multiple campaigns, patron number range, date ranges, donation types, etc.

 

Rules for a Receipt to Print

There are very specific criteria to retrieve data for printing. ALL of the following must be true before an annual style receipt can be printed.

1. Donation receipt option must be the annual statement style
2. Donation Group Security - You must be permitted access to the donation
3. Campaign Group Security - you must be in the access group permitted to access the campaign
4. Receipt Year - the receipt date for the payment must be in the calendar year specified. This means payments that cross calendar year boundaries will appear in the appropriate year's receipt.
5. Name/Company - (optional) if specified, the patrons name must contain the value entered. If you see the patron on the patron list using this search, you will find them for donations
6. Campaign - (optional) if specified, only this campaign will be included. otherwise all campaigns will be included.
7. Donation Type - cannot be soft credit, prospect or hard pledge
8. Receipt required must satisfy both cases:
   • The Campaign must allow printing of receipts and donation amount must be greater than minimum receiptable amount
   • The Donation Receipt itself must be marked required
9. Payment Receipts can be from payments that are wither:
   • post-dated - the payment MUST be deposited to avoid generating receipts for credit card payments that are declined
   • not post-dated - doesn't matter if the payment is deposited or not
10. Not Receipted yet - there must be AT LEAST ONE payment NOT RECEIPTED otherwise you cannot print an overall receipt with receipt number. If none of the payments have been receipted, then all payments in the annual receipt get the same receipt number. You can reissue receipts if you un-print a prior receipt, which creates an audit trail as required by Revenue Canada.

The Charitable Receipts for Donor can be found under the Donation Reports & Receipts category.

An example of the report is to the right and some notes about the report follow. Please be aware of the Rules for a receipt to print described at the bottom of the web page.

• Click here for information on generating a report.
• Click here for information on the Finished Report window.
• This report has some custom parameters to control wording and settings on it
• Click here for a Charitable Receipts example.
• One Receipt per payment can be used for automatic receipt generation for online purchases when enabled in the campaign setup.

 

Purpose of the Report

You use the Charitable Receipts for Donor to print Donation receipts on a preprinted form according to the preferences on each donation. Theatre Manager prints previously unprinted receipts and updates them with the next receipt number. Receipts only print if payment is received, the print option requires one and the campaign allows it.

	Donation receipt options can be set for each individual donation. Only payments for donations needing a one receipt per payment will print on this tax receipt. Note: you can change the receipt type for many donations on the donation list for each campaign
	The One Receipt per Payment tax receipt limits to 250 records per printing to avoid memory issues. After printing a batch of receipts, run the report again to print the next batch.
	Be sure to set some default values in the donation tab in Company Preferences for: charitable receipt number (required in Canada) your issuing location and web site (required in Canada) Revenue Canada, IRS or information web site if required by law. (required in Canada) facimile signature. Canada Revenue Agency has specific rules about computer signatures on its web site
	There will be TWO dates on the tax receipt if the date of payment for the donation is different than the date tat the receipt was printed. This is a Revenue Canada requirement for official tax receipts

 

Departments Who Benefit From This Report

Development

Print Donation receipts on a preprinted form according to the preferences on each donation.

 

Criteria Hints

It is recommended that this report be run using:

Parameter Field	Condition	Value
Calendar Year	and	(optional) The calendar year that you want to select receipt dates from. If left blank, then any pending receipts will be selected.
Campaign	is	All campaigns or a specific campaign
Name/Company	like	everybody or some portion of the name and/or company if looking for individuals.

In addition to the quick criteria above, you can also use the search tab if you want to create some more elaborate search criteria such as multiple campaigns, patron number range, date ranges, donation types, etc.

 

Rules for a Receipt to Print

There are very specific criteria to get a tax receipt to print. ALL of the following must be true before a tax receipt for a payment can be printed.

1. Donation receipt option must be one receipt per payment
2. Donation Group Security - You must be permitted access to the donation
3. Campaign Group Security - you must be in the access group permitted to access the campaign
4. Receipt Year (optional) the receipt date for the payment must be in the calendar year specified.
5. Name/Company - (optional) if specified, the patron's name must contain the value entered. If you see the patron on the patron list using this search, you will find them for donations
6. Campaign - (optional) if specified, only this campaign will be included. otherwise all campaigns will be included.
7. Donation Type - cannot be soft credit, prospect or hard pledge
8. Receipt required must satisfy both cases:
   • The Campaign must allow printing of receipts and donation amount must be greater than minimum receiptable amount
   • The Donation Receipt itself must be marked required
9. Payment Receipts can be from payments that are either:
   • post-dated - the payment MUST be deposited to avoid generating receipts for credit card payments that are declined
   • not post-dated - doesn't matter if the payment is deposited or not
10. Not Receipted yet - the payment cannot have a donation receipt issued for it yet. You can reissue receipts if you un-print a prior receipt, which creates an audit trail as required by Revenue Canada.

The Donation Cash Flow can be found under the Donation Reports & Receipts 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 Donation Cash Flow to print a a chart for the amount of time elapsed between donation date to payment date.

Purpose of the Report

You use the Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Development

Campaign payment types through the weeks of the campaign

Criteria Hints

It is recommended that this report be run using:

Parameter Field	Condition	Value
Donation Year	=	Desired Year
Donation Date	is	Date Entered
Campaign #	is one of	desired campaign

The Donor & Pledge Summary with Payments can be found under the Donation Reports & Receipts category. It can be used to see:

• contact information, company, address, and phone number
• when a donation and its corresponding payments were given
• Balance due on the donation, if any
• the campaign
• donor receipt name
• fiscal and program year

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 Donor & Pledge Summary with Payments to print a list of of patrons with a donation summary and the payments. This can manage donation receivables.

Departments Who Benefit From This Report

Development

Managing donation receivables

Criteria Hints

It is recommended that this report be run using:

Parameter Field	Condition	Value
Donation Year	=	Desired Year
Donation Date	is	Date Entered
Campaign #	is one of	desired campaign

The Donor Detail - Campaign & Year (Fiscal) can be found under the Donation Reports & Receipts 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 Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Development

Use this report for a detailed listing of pledges to a campaign and patrons who gave. The patron's contact information and next contact date are also included.

Criteria Hints

It is recommended that this report be run using:

Parameter Field	Condition	Value
Donation Year - Fiscal	=	Desired Year
Donation Date	is	Date Entered
Campaign Seq #	is one of	desired campaign

The Donor Detail - Campaign & Year (Program) can be found under the Donation Reports & Receipts 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 Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Development	Use this report to
Marketing	Use this report to

Criteria Hints

It is recommended that this report be run for the program year as the criteria.

Parameter Field	Condition	Value
Donation Year - Program	=	(Program Year)

The Donor Detail - Donor & Pledge can be found under the Donation Reports & Receipts 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 Donor Detail - Donor & Pledge to print a list a complete summary of the donation history for each patron including notes and comments. This report is sorted by donor.

Departments Who Benefit From This Report

Development

Use this report to lookup a patron's donation history.

Criteria Hints

It is recommended that this report be run for the program year as the criteria.

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

The Donor Detail - Giving Level can be found under the Donation Reports & Receipts 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 Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Developemnt

Use this report to lookup all pledge from patrons by giving level.

Criteria Hints

It is recommended that this report be run using .

Parameter Field	Condition	Value
Giving Level Matrix	is one of	(Giving Level Matrix)

Use the SHIFT key to select a series of campaigns, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual campaigns.

The Donor Detail - Pledge History with Custom Fields (Fiscal) report can be found under the Donation Reports & Receipts 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 Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, including notes, comments and soft pledges.

Departments Who Benefit From This Report

Development

Use this report to look at a patron's pledge history including custom donation field information.

Criteria Hints

It is recommended that this report be run using .

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

The Donor Detail - Pledge History with Custom Fields (Fiscal) report can be found under the Donation Reports & Receipts 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 Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Accounting
House Management
Marketing

Criteria Hints

It is recommended that this report be run using .

Parameter Field	Condition	Value

The Donor Detail - Receipt can be found under the Donation Reports & Receipts 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 Donor Detail - Year (Program) to print the donations in order of fiscal year. This report creates a detailed listing of all donations by a patron and associated receipt information.

Departments Who Benefit From This Report

Development

Use this report to check a patron's donation and receipt history.

Criteria Hints

It is recommended that this report be run using .

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

The Donor Detail - Year (Fiscal) report can be found under the Donation Reports & Receipts 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 Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Development

Use this report to see all donations based on a fiscal year.

Criteria Hints

It is recommended that this report be run for the program year as the criteria.

Parameter Field	Condition	Value
Donation Year - Fiscal	=	(Fiscal Year)

The Donor Detail - Year (Program) can be found under the Donation Reports & Receipts 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 Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Development

Use this report to see all donations based on a program year.

Criteria Hints

It is recommended that this report be run for the program year as the criteria.

Parameter Field	Condition	Value
Donation Year - Program	=	(Program Year)

The Donor Email/Letter Correspondence Listing can be found under the Donation Reports & Receipts 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 Donor Email/Letter Correspondence Listing for a listing of emails or letters for a given patron.

Departments Who Benefit From This Report

All	Print letters associated with a patron according to the criteria. They are not necessarily donation letters

Criteria Hints

It is recommended that this report be run using:.

Parameter Field	Condition	Value
Last Name (or any other patron field)	Between	And
Date on Letter/Email	Between	And

Warning: This report only selects emails/letters connected to the criteria you enter. For example: Only patron criteria - will retrieve any letter or email associated with the patron Donation Campaign criteria - will only select the letter if it was specifically connected to a donation - all others are ignored Donation Receipts - will only select the letter if it was specifically connected to a donation receipt - all others are ignored. Letters can only be attached to a donation receipt by Using the form letter merge feature Picking a letter that is specifically designed or donation receipts Merging against each individual donation receipt and Saving the letter history Volunteer Data - will only select the letter if it was specifically connected to a volunteer activity receipt - all others are ignored etc.

The Donor Giving Trend by Year (Fiscal) can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report. The report can be subtotalled by a number fields, like:

• Patron,
• Household,
• Campaign, or
• combinations of the above.

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

 

Fields to include on the report

You can include or exclude the various donation types such as:

• Real monetary donations
  • donations marked as 'gift'
  • those marked as 'hard pledge'
  • Matching Gifts that are associated with either of the above donation types
• Not yet realized donations
  • soft pledge - those marked as potential donations
  • prospects - also marked as potential donations in their own category
  • soft credits - which given as a 'match' against real donations in the style of 'give or get'. usually applied to solicitors or board member campaigns.

 

Purpose of the Report

You use the Donor Giving Trend by Year (Fiscal) to print an annual fiscal year donation total across the page for each patron. This indicates the giving trends for a donor.

 

Departments Who Benefit From This Report

Development	Use this report to look for trends in donor giving each fiscal year and assist with projecting future donations.
General Manager	Use this report to look for trends in donor giving each fiscal year and assist with projecting future donations.

Criteria Hints

It is recommended that this report be run without criteria or using a group of patrons for larger databases as the criteria.

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

The Donor Giving Trend by Year (Program) can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

• Patron,
• Household,
• Campaign, or
• combinations of the above.

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

 

Fields to include on the report

You can include or exclude the various donation types such as:

• Real monetary donations
  • donations marked as 'gift'
  • those marked as 'hard pledge'
  • Matching Gifts that are associated with either of the above donation types
• Not yet realized donations
  • soft pledge - those marked as potential donations
  • prospects - also marked as potential donations in their own category
  • soft credits - which given as a 'match' against real donations in the style of 'give or get'. usually applied to solicitors or board member campaigns.

 

Purpose of the Report

You use the Donor Giving Trend by Year (Program) to print an annual program Donation total across thepage for each patron. This indicates the giving trends for a donor.

 

Departments Who Benefit From This Report

Development	Use this report to look for trends in donor giving each program year and assist with projecting future donations.
General Manager	Use this report to look for trends in donor giving each program year and assist with projecting future donations.

Criteria Hints

It is recommended that this report be run without criteria or using a group of patrons for larger databases as the criteria.

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

The Donor History - Combined Giving Listing can be found under the Donation Reports & Receipts 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 Donor History - Combined Giving Listing to pint a list of receipts and the Donor who recieved them.

Purpose of the Report

You use the Donor Detail - Year (Program) to print the number of gifts and pledges, the actual amount, the average gift and the giving level for the selected range of donors.

Departments Who Benefit From This Report

Development	Use this report to create a program insert of patrons by giving level.
Marketing	Use this report to create a program insert of patrons by giving level.

Criteria Hints

It is recommended that this report be run for the program year as the criteria.

Parameter Field	Condition	Value
Donation Year - Program	=	(Program Year)

The Donor Program Insert - Giving Level can be found under the Donation Reports & Receipts category. The criteria panels for this report contain additional options. Below the image are notes to help you in using the report.

	Make sure to set summarization options in the Insert Summary tab to aggregate all donations by donor, household etc. before creating the PlayBill
	Once this report is printed to screen, its is helpful to Copy/Paste it to MS-Word (or similar tool). Then all you need do is reformat the pasted text in the way you like your playbill to look by: changing some text to bold, Adjusting fonts and font sizes making multiple columns -and/or- adding blank lines where appropriate
	Program Insert reports are always printed in this following order: Giving level (if you choose to aggregate multiple donations into one total, then it is the total of all donations) Donor Program SORT NAME on the donation (patrons are not sorted alphabetically by last name)

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

Purpose of the Report

You use the Donor Program Insert - Giving Level to view donor summary was previously created by previously running either one of the program listing by giving level reports. It prints by corporate/individual flag and giving level.

Purpose of the Report

You use the Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Development	Use this report to create a program insert of patrons by giving level.
Marketing	Use this report to create a program insert of patrons by giving level.

Criteria Hints

It is recommended that this report be run for the program year as the criteria.

Parameter Field	Condition	Value
Donation Year - Program	=	(Program Year)

The Donor Program Insert - Giving Level with $$$ can be found under the Donation Reports & Receipts category. The criteria panels for this report contain additional options. Below the image are notes to help you in using the report.

	Make sure to set summarization options in the Insert Summary tab to aggregate all donations by donor, household etv before creating the PlayBill
	Once this report is printed to screen, its is helpful to Copy/Paste it to MS-Word (or similar tool). Then all you need do is reformat the pasted text in the way you like your playbill to look by: changing some text to bold, Adjusting fonts and font sizes making multiple columns -and/or- adding blank lines where appropriate
	When copying this report to word, you may wish to avoid selecting the column with the donation totals - it is for referenced only.

Click here for information on generating a report.

Purpose of the Report

This report creates a listing of patrons in each giving level of a matrix that can be used as a front of house program insert. It also includes the dollar totals for the patron.

Departments Who Benefit From This Report

Development	Use this report to look for trends in donor giving each fiscal year and assist with projecting future donations.
General Manager	Use this report to look for trends in donor giving each fiscal year and assist with projecting future donations.
Marketing	Used to prepare the Playbill insert for Donor recognition.

Criteria Hints

It is recommended that this report be run without criteria or using a specific campaign or date range.

Parameter Field	Condition	Value
Campaign #	is one of	Choose your Campaign
Donation Date	is between	Choose your Dates

The Donor Summary - Campaign & Giving Level (Program) can be found under the Donation Reports & Receipts 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 Donor Summary - Campaign & Giving Level (Program) to summarize the total donations amd print totals by program year, campaign and giving level..

Departments Who Benefit From This Report

Development

Use this report to evaluate the donation campaigns over the course of a number of program years.

Criteria Hints

It is recommended that this report be run either without criteria or for a specific campaign as the criteria.

Parameter Field	Condition	Value
Campaign Seq #	is one of	(Campaign)

Use the SHIFT key to select a series of campaigns, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual campaigns.

The Donor Summary - Campaign & Year (Fiscal) can be found under the Donation Reports & Receipts 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 Donor Summary - Campaign & Year (Fiscal) to print a list of receipts and the Donor who received them.

Purpose of the Report

This report creates a summary of each campaign by fiscal year.

Departments Who Benefit From This Report

Development

Use this report to evaluate donation campaigns over the course of a number of fiscal years.

Criteria Hints

It is recommended that this report be run either without criteria or for a specific campaign as the criteria.

Parameter Field	Condition	Value
Campaign Seq #	is one of	(Campaign)

Use the SHIFT key to select a series of campaigns, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual campaigns.

The Donor Summary - Campaign & Year (Program) can be found under the Donation Reports & Receipts 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 Donor Summary - Campaign & Year (Program) to summarize the total donations and print the totals by program year and donation campaign.

Departments Who Benefit From This Report

Development

Use this report to evaluate donation campaigns over the course of a number of program years.

Criteria Hints

It is recommended that this report be run for the program year as the criteria.

Parameter Field	Condition	Value
Campaign Seq #	is one of	(Campaign)

Use the SHIFT key to select a series of campaigns, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual campaigns.

The Donor Summary - Donor (Fiscal) can be found under the Donation Reports & Receipts 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 Donor Summary - Donor (Fiscal) to print a list of receipts and the Donor who received them.

Purpose of the Report

This report creates a listing of each patron's donor history by fiscal year.

Departments Who Benefit From This Report

Development	Use this report to look at patron's donation history by fiscal year.
General Manager	Use this report to look at patron's donation history by fiscal year and ticket buying.

Criteria Hints

It is recommended that this report be run either without criteria or for a group of patrons for larger databases as the criteria.

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

The Donor Summary - Donor (Program) can be found under the Donation Reports & Receipts 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 Donor Summary - Donor (Program) to print a quick synpsis of the Donations for each patron who has given. Phone numbers and addresses are printed, making this useful for telemarketing.

Purpose of the Report

This report creates a listing of each patron's donor history by fiscal year.

Departments Who Benefit From This Report

Development	Use this report to look at patron's donation history by fiscal year.
General Manager	Use this report to look at patron's donation history by fiscal year and ticket buying.

Criteria Hints

It is recommended that this report be run either without criteria or for a group of patrons for larger databases as the criteria.

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

The Donor Summary - Giving Level & Year (Fiscal) can be found under the Donation Reports & Receipts 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 Donor Summary - Giving Level & Year (Fiscal) to summarize the total donations and print the totals by fiscal year and giving level.

Departments Who Benefit From This Report

Development

Use this report to see a summary of giving levels for each program year of a campaign.

Criteria Hints

It is recommended that this report be run either without criteria or for specific campaign as the criteria.

Parameter Field	Condition	Value
Campaign Seq #	is one of	(Campaign)

Use the SHIFT key to select a series of campaigns, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual campaigns.

The Donor Summary - Giving Level & Year (Program) can be found under the Donation Reports & Receipts 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 Donor Summary - Giving Level & Year (Program) to summarize the total donations and print the totals by program year and giving level.

Departments Who Benefit From This Report

Development

Use this report to see a summary of giving levels for each program year of a campaign.

Criteria Hints

It is recommended that this report be run either without criteria or for specific campaign as the criteria.

Parameter Field	Condition	Value
Campaign Seq #	is one of	(Campaign)

Use the SHIFT key to select a series of campaigns, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual campaigns.

The Donor Summary can be found under the Donation Reports & Receipts 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 Donor Summary to print a quick synopsis of the donations for each Patron who has given.

Purpose of the Report

You use the Donor Detail - Year (Program) to print the donations in order of fiscal year. A complete summary is printed, even notes and comments.

Departments Who Benefit From This Report

Development

Use this report as a quick listing of all patrons that have given to your organization.

Criteria Hints

It is recommended that this report be run with the fiscal year as the criteria.

Parameter Field	Condition	Value
Donation Year - Fiscal	=	(Fiscal Year)

The Donor with Balance Due can be found under the Donation Reports & Receipts 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 Donor with Balance Due to print a list of Patrons with a donation summary that have an outstanding balance due. This is used to manage all donation receiveables, including incomplete pledges (whether on schedule or not).

Departments Who Benefit From This Report

Development

Use this report to check on donations that have not been paid yet.

Criteria Hints

It is recommended that this report be run either without criteria.

The Donor Behind in Their Pledge Payments report can be found under the Donation Reports & Receipts 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 Donor Behind in Their Pledge Payments to print a list of people who have committed to donated using the typical pledge process; where:

• You have Created a Pledge Schedule for the patron containing correspondence to be sent to them
• You print and send the outstanding reminder letters (emails are sent automatically) indicating that their pledge payment is due.
• The donor may (or may not) pay on the appropriate pledge due date. When they pay on their pledge balance:
  • the balance on the donation is reduced, which may result in a remaining balance, if not fully paid
  • the tax receipt can now be printed for the above payment, unless you are intending on doing one for end of year and indicated the appropriate receipt option when creating the donation.
• This report will show people who are behind in the pledge payments. This is people who have not yet paid based on outstanding reminders

This report is NOT intended for patrons who: are paying for a donation using post dated payments or for recurring donations which have no fixed end date and the subsequent donations are only created only at the time of next date due. since those donations are always considered fully paid at time of entry - even if the money is not yet in the bank.

 

Departments Who Benefit From This Report

Development

Prints a listing of patrons behind in their donation payments and how far behind they are.

Criteria Hints

It is recommended that this report be run using:

Parameter Field	Condition	Value
Donation Year	=	Desired Year
Donation Date	is	Date Entered
Campaign #	is one of	desired campaign

The Giving Level Matrix can be found under the Donation Reports & Receipts 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 Giving Level Matrix to print giving level matricies.

Departments Who Benefit From This Report

Development

Use this report to verify that all Giving Level matrices have been created properly.

Criteria Hints

It is recommended that this report be run either without criteria or for a specific Giving Level matrix.

Parameter Field	Condition	Value
Giving Level Matrix	is one of	(Giving Level Matrix)

Use the SHIFT key to select a series of campaigns, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual campaigns.

Donor Detail - Campaign & Year (Program)

The Donor Detail - Campaign & Year (Program) can be found under the Donation Reports & Receipts category. Below the image are detailed notes in regards to uses for 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 creates a detailed listing of all patrons and credits given to a campaign by program year.

Departments Who Benefit From This Report

Development

Use this report for a detailed listing of pledges to a campaign and patrons who gave. The patron's contact information and next contact date are also included.

Criteria Hints

It is recommended that this report be run using a single campaign and year as the criteria.

Parameter Field	Condition	Value
Campaign Seq #	is one of	(Campaign)
Donation Year - Program	=	(Program Year)

The Solicitor Summary can be found under the Donation Reports & Receipts 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 Solicitor Summary to print a list of receipts and the Donor who received them.

Purpose of the Report

This report creates a summary of each solicitor's pledges and donations that have been received.

Departments Who Benefit From This Report

Development	Use this report to see how much money has been received for pledges and donations from each solicitor.
General Manager	Use this report to see how much money has been received for pledges and donations from each solicitor.

Criteria Hints

It is recommended that this report be run either without criteria or for a specific solicitor.

Parameter Field	Condition	Value
Employee #	is one of	(Employee)

Use the SHIFT key to select a series of campaigns, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual campaigns.

The Export Data Report can be found under the Form Letters, Labels, Exporting Record Counts category and it is also be found under File >> Import/Export >> Export Data. This function is used for exporting data from Theatre Manager into:

• Tab Delimited (txt)
• Comma Delimited (csv)
• Excel 97-2004 Workbook (.xls)
• Excel 2008 and higher (.xlsx)

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 Export Data category on the right hand side.

   The Export Data window opens.

   

3. 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 exported does not cross two different sets of parent files.

4. Click the Next button.

   This will open the Parameters window with default criteria in the Search tab.

   

   Click here for more information on the Parameters window.

5. Make adjustments to the criteria as needed.

   Click here for more information on adding criteria.

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

6. Click the Next button.

   The Sort tab will now display on the Parameters window.

   

7. Select the fields to sort by.

   Click here for more information on the Sort tab.

8. Click the Next button.

   The Export tab will now display on the Parameters window.

   

   Click here for more information on the Export tab.

9. 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.

10. Click the Done button.

    This will open the Save dialog for the user's operating system.

11. Set a file name for the data export, adjust the save location, and click the Save button.

    The file will now be created in the location specified and a confirmation message will appear.

You can download a Screencast of Exporting Data by clicking on the icon.

Flash Video

MP4 Video

The Mailing Labels function is found under the Form Letters, Labels, Exporting & Record Counts category. This function is used for creating mailing labels for patrons in the database.

To print address labels while printing letters, click here.

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

   Click here for more information on the Reports window.

2. Click the category Form Letters, Labels, Exporting & Record Counts, on the left side, and then double click on the Mailing Labels category on the right hand side.

   

   The Mail List window opens.

   

3. Use the drop down menu to select a set of parent files for your desired labels.

   In this example, Patrons Data has been selected as the parent file. Remember, in Theatre Manager, data is contained in different areas so make sure the information being exported does not cross two different sets of parent files.

4. Click the Next button.

   The Parameters window opens.

   

   Click here for more information on the Parameters window.

5. Make adjustments to the criteria as needed.

   Click here for more information on adding criteria.

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

6. Click the Done button.

   The Patron Address Labels window will open.

   

   Click here for more information on the Patron Address Labels window.

7. Make adjustments to the labels as necessary.
8. Click the Print button.

   The print dialog for the user's operating system will open.

9. When printing is completed, the window will close.

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..

The Balance Sheet Detail - 5 Year Comparison report can be found under the G/L Reports category. Below the image are detailed notes to help you in using the report.

p>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 summary listing of all G/L account totals for the past five years by year. There is also a summary of all years beyond the past five years.

Departments Who Benefit From This Report

Accounting	Use this report as a quick comparison of totals by G/L account for the past five years.
General Manager	Use this report as a quick comparison of totals by G/L account for the past five years.

Criteria Hints

It is recommended that this report be run using no parameters or for a range of G/L accounts as the criteria.

Parameter Field	Condition	Value
Account #	is one of	(G/L Account)

Use the SHIFT key to select a series of accounts, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual accounts.

The Balance Sheet Detail - Monthly for Current Year report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 by month of the G/L account balances for the current fiscal year.

Departments Who Benefit From This Report

Accounting	Use this report to see how G/L accounts were affected over the course of the fiscal year.
General Manager	Use this report to see how G/L accounts were affected over the course of the fiscal year.

Criteria Hints

It is recommended that this report be run using no parameters or for a range of G/L accountsas the criteria.

Parameter Field	Condition	Value
Account #	is one of	(G/L Account)

Use the SHIFT key to select a series of accounts, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual accounts.

The Balance Sheet Detail - Monthly for Current Year report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 by month of the G/L account balances for the prior fiscal year.

Departments Who Benefit From This Report

Accounting	Use this report to see how G/L accounts were affected over the course of the prior fiscal year.
General Manager	Use this report to see how G/L accounts were affected over the course of the prior fiscal year.

Criteria Hints

It is recommended that this report be run using no parameters or for a range of G/L accountsas the criteria.

Parameter Field	Condition	Value
Account #	is one of	(G/L Account)

Use the SHIFT key to select a series of accounts, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual accounts.

The Financial Statements - Balance Sheet report can be found under the G/L Reports category. This report has additional criteria than most reports. Click here for more information on the Set Day As 'Today' tab. Below the image are detailed notes in regards to uses for 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 comparison of G/L accounts from the current fiscal year to the previous fiscal year based on the date set.

Departments Who Benefit From This Report

Accounting	Use this report to compare that status of G/L accounts with the prior fiscal year.
General Manager	Use this report to compare that status of G/L accounts with the prior fiscal year.

Criteria Hints

It is recommended that this report be run using no parameters or for a range of G/L accountsas the criteria. Also, remember to adjust the Set Date As 'Today' tab based on the end date for the report.

Parameter Field	Condition	Value
Account #	is one of	(G/L Account)

Use the SHIFT key to select a series of accounts, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual accounts.

The Financial Statements - Profit/Loss report can be found under the G/L Reports category. This report has additional criteria than most reports. Click here for more information on the Set Day As 'Today' tab. Below the image are detailed notes in regards to uses for 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 comparison of income and expense accounts between the current fiscal year and the prior fiscal year to determine profit and loss.

Departments Who Benefit From This Report

Accounting	Use this report to see the difference in a G/L account between the current fiscal year and the prior fiscal year.
General Manager	Use this report to see the difference in a G/L account between the current fiscal year and the prior fiscal year.

Criteria Hints

It is recommended that this report be run using no parameters or for a range of G/L accountsas the criteria. Also, remember to adjust the Set Date As 'Today' tab based on the end date for the report.

Parameter Field	Condition	Value
Account #	is one of	(G/L Account)

Use the SHIFT key to select a series of accounts, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual accounts.

The G/L Chart of Accounts report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 detailed listing of all G/L Accounts setup in Theatre Manager.

Departments Who Benefit From This Report

Box Office	Use this report to verify that all G/L accounts have been setup properly and as a handy reference listing.
Accounting	Use this report to verify that all G/L accounts have been setup properly and as a handy reference listing.
General Manager	Use this report to verify that all G/L accounts have been setup properly and as a handy reference listing.

Criteria Hints

It is recommended that this report be run using no parameters or for a range of G/L accountsas the criteria.

Parameter Field	Condition	Value
Account #	is one of	(G/L Account)

Use the SHIFT key to select a series of accounts, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual accounts.

The G/L Journal Entry Detail - By Account report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 journal entries for an account.

Departments Who Benefit From This Report

Box Office	Use this report to review transactions that have occurred in the general ledger.
Accounting	Use this report to review transactions that have occurred in the general ledger.

Criteria Hints

It is recommended that this report be run using a single G/L account or date range as the criteria.

Parameter Field	Condition	Value
Account #	is one of	(Account)
G/L Header Date - Posted	between	(Date) and (Date)

Use the SHIFT key to select a series of accounts, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual accounts.

The G/L Journal Entry Detail - By Posting report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 journal entries that occurred arranged by posting.

Departments Who Benefit From This Report

Box Office	Use this report to review journal postings that occurred.
Accounting	Use this report to review journal postings that occurred.

Criteria Hints

It is recommended that this report be run using a date range as the criteria.

Parameter Field	Condition	Value
G/L Header Date - Posted	between	(Date) and (Date)

The G/L Journal Entry Listing report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 summarized listing of all general ledger postings.

Departments Who Benefit From This Report

Box Office	Use this report as a quick summary of journal postings or to locate a specific posting.
Accounting	Use this report as a quick summary of journal postings or to locate a specific posting.

Criteria Hints

It is recommended that this report be run using a date range as the criteria.

Parameter Field	Condition	Value
G/L Header Date - Posted	between	(Date) and (Date)

The G/L Journal Entry Summary - By Account & Memo report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 summarized listing of all general ledger accounts that have a balance and includes the memos from the postings.

Departments Who Benefit From This Report

Box Office	Use this report as a quick summary to see general ledger accounts that have a balance and see the memos attached to the postings.
Accounting	Use this report as a quick summary to see general ledger accounts that have a balance and see the memos attached to the postings.

Criteria Hints

It is recommended that this report be run using a date range as the criteria.

Parameter Field	Condition	Value
G/L Header Date - Posted	between	(Date) and (Date)

The G/L Journal Entry Summary - By Account report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 summarized listing of all general ledger accounts that have a balance.

Departments Who Benefit From This Report

Box Office	Use this report as a quick summary to see general ledger accounts that have a balance.
Accounting	Use this report as a quick summary to see general ledger accounts that have a balance.

Criteria Hints

It is recommended that this report be run using a date range as the criteria.

Parameter Field	Condition	Value
G/L Header Date - Posted	between	(Date) and (Date)

The G/L Journal Entry Summary - By Date/Time Posted report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 summarized listing of all postings and the general ledger accounts affected.

Departments Who Benefit From This Report

Box Office	Use this report to see a quick summary of how a posting affected the general ledger.
Accounting	Use this report to see a quick summary of how a posting affected the general ledger.

Criteria Hints

It is recommended that this report be run using a date range as the criteria.

Parameter Field	Condition	Value
G/L Header Date - Posted	between	(Date) and (Date)

The G/L Journal Entry Summary - By Event report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 summary of each event that affected a general ledger account.

Departments Who Benefit From This Report

Box Office	Use this report to see which events affected a general ledger account number.
Accounting	Use this report to see which events affected a general ledger account number.

Criteria Hints

It is recommended that this report be run using a range of accounts or an event as the criteria.

Parameter Field	Condition	Value
Account #	is one of	(Account)
Event #	is one of	(Event)

Use the SHIFT key to select a series of accounts or events, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual accounts or events.

The G/L Journal Entry Summary - By Play and Posting Report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 "G/L Journal Entry Summary - By Play and Posting " to total many journal entries and the accounts the funds are allocated to and summarize by Play, including a subtotal for journal number. This is useful for transferring lump sums to another accounting program.

Departments Who Benefit From This Report

Box Office	Use this report to see which events affected a general ledger account number.
Accounting	Use this report to see which events affected a general ledger account number.

Criteria Hints

It is recommended that this report be run using a range of accounts or an event as the criteria.

Parameter Field	Condition	Value
Account #	is one of	(Account)
Event #	is one of	(Event)

Use the SHIFT key to select a series of accounts or events, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual accounts or events.

The G/L Journal Entry Summary - By Posting report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 summary of each posting that affected a general ledger account.

Departments Who Benefit From This Report

Box Office	Use this report to see which postings affected a general ledger account number.
Accounting	Use this report to see which postings affected a general ledger account number.

Criteria Hints

It is recommended that this report be run using a range of accounts or date range as the criteria.

Parameter Field	Condition	Value
Account #	is one of	(Account)
G/L Header Date - Posted	between	(Date) and (Date)

Use the SHIFT key to select a series of accounts, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual accounts.

The G/L Event Revenue by Type of Ticket report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 breakdown of ticket sales for each event.

Departments Who Benefit From This Report

Box Office	Use this report to review how money was split for ticket sales for an event.
Accounting	Use this report to review how money was split for ticket sales for an event.

Criteria Hints

It is recommended that this report be run using a fiscal year or event as the criteria.

Parameter Field	Condition	Value
Event Season Start	between	(Year) and (Year)
Event #	is one of	(Event)

Use the SHIFT key to select a series of events, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual events.

The G/L Totals - 5 Year Comparison report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 comparison of each general ledger account against the previous five years.

Departments Who Benefit From This Report

Accounting	Use this report to benchmark general ledger accounts against previous years.
General Manager	Use this report to benchmark general ledger accounts against previous years.

Criteria Hints

It is recommended that this report be run without criteria or for an account range as the criteria.

Parameter Field	Condition	Value
Account #	is one of	(Account)

Use the SHIFT key to select a series of accounts, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual accounts.

The G/L Trial Balance report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 trial balance of the general ledger.

Departments Who Benefit From This Report

Accounting	Use this report to run a trial balance of the general ledger to look for discrepancies.
General Manager	Use this report to run a trial balance of the general ledger to look for discrepancies.

Criteria Hints

It is recommended that this report be run without criteria.

The Job Cost - Event Journal Entry Details report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 shows the costs associated with an event.

Departments Who Benefit From This Report

Box Office	Use this report to evaluate the income and expense for an event.
Accounting	Use this report to evaluate the income and expense for an event.
General Manager	Use this report to evaluate the income and expense for an event.

Criteria Hints

It is recommended that this report be run for a season or for specific events as the criteria.

Parameter Field	Condition	Value
Event #	is one of	(Event)

Use the SHIFT key to select a series of events, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual events.

The Profit/Loss - 5 Year Comparison report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 profit and loss listing comparison for the past five fiscal years.

Departments Who Benefit From This Report

Accounting	Use this report as a quick summary comparison of the profit and loss for each account for the past five years.
General Manager	Use this report as a quick summary comparison of the profit and loss for each account for the past five years.

Criteria Hints

It is recommended that this report be run without criteria.

The Profit/Loss Detail - Monthly for Current Year report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 by month of the profit and loss for each general ledger account for the current fiscal year.

Departments Who Benefit From This Report

Accounting	Use this report to review the profit and loss for each account on a monthly basis for the current fiscal year.
General Manager	Use this report to review the profit and loss for each account on a monthly basis for the current fiscal year.

Criteria Hints

It is recommended that this report be run without criteria.

The Profit/Loss Detail - Monthly for Prior Year report can be found under the G/L Reports category. Below the image are detailed notes in regards to uses for 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 by month of the profit and loss for each general ledger account for the prior fiscal year.

Departments Who Benefit From This Report

Accounting	Use this report to review the profit and loss for each account on a monthly basis for the prior fiscal year.
General Manager	Use this report to review the profit and loss for each account on a monthly basis for the prior fiscal year.

Criteria Hints

It is recommended that this report be run without criteria.

The List of Mail Lists report can be found under the Mail List Reports category. The Mail List# column of this report provides an interactive tooltip. A user can click the blue link to open a specific Mail List directly. 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 Mail Lists currently setup in Theatre Manager.

Departments Who Benefit From This Report

Box Office	Use this report to view and verify all Mail Lists in Theatre Manager.
Marketing	Use this report to view and verify all Mail Lists in Theatre Manager.
Development	Use this report to view and verify all Mail Lists in Theatre Manager.

Criteria Hints

It is recommended that this report be run without criteria.

The Mail List Contact report can be found under the Mail Lists Reports 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 in a mail lists and their contact information.

Departments Who Benefit From This Report

Box Office	Use this report to see all contact information for patrons in a mail list.
Marketing	Use this report to see all contact information for patrons in a mail list.
Development	Use this report to see all contact information for patrons in a mail list.

Criteria Hints

It is recommended that this report be run with a single or group of mail lists as the criteria.

Parameter Field	Condition	Value
Mail List #	is one of	(Mail List)

Use the SHIFT key to select a series of mail lists, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual mail lists.

The Mail List Criteria report can be found under the Mail Lists Reports 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 criteria used to generate a mail list.

Departments Who Benefit From This Report

Box Office	Use this report as a quick overview of the criteria used in each mail list.
Marketing	Use this report as a quick overview of the criteria used in each mail list.
Development	Use this report as a quick overview of the criteria used in each mail list.

Criteria Hints

It is recommended that this report be run with a single or group of mail lists as the criteria.

Parameter Field	Condition	Value
Mail List #	is one of	(Mail List)

Use the SHIFT key to select a series of mail lists, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual mail lists.

The Mail List Telemarketing report can be found under the Mail Lists Reports 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 detailed listing for each patron in a mail list that can be used for telemarketing purposes.

Departments Who Benefit From This Report

Box Office	Use this report to give to your telemarketers prior to contacting a patron.
Marketing	Use this report to give to your telemarketers prior to contacting a patron.
Development	Use this report to give to your telemarketers prior to contacting a patron.

Criteria Hints

It is recommended that this report be run with a single or group of mail lists as the criteria.

Parameter Field	Condition	Value
Mail List #	is one of	(Mail List)

Use the SHIFT key to select a series of mail lists, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual mail lists.

The City Codes List report can be found under the Miscellaneous Reports 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 information contained in the City Table for Theatre Manager.

Departments Who Benefit From This Report

Box Office

Use this report to view and verify the information in Code Tables.

Criteria Hints

It is recommended that this report be run with criteria, such as a City or a Range of Codes.

If you run this report without criteria, it will take an extremely long time to run.

The Code Tables Data report can be found under the Miscellaneous Reports 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 information contained in Code Tables for Theatre Manager.

Departments Who Benefit From This Report

Box Office

Use this report to view and verify the information in Code Tables.

Criteria Hints

It is recommended that this report be run without criteria.

The Commission Listing report can be found under the Miscellaneous Reports 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 commission listings setup in Theatre Manager.

Departments Who Benefit From This Report

Box Office

Use this report to view and verify the information in Commission Setup.

Criteria Hints

It is recommended that this report be run without criteria.

The Default Data report can be found under the Miscellaneous Reports 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 copy of all information setup in Theatre Manager under Company (Outlet) Preferences.

Departments Who Benefit From This Report

Box Office

Use this report to view and verify the information in Company Preferences. This is also useful for sending to Arts Management Support if there are questions about the setup.

Criteria Hints

It is recommended that this report be run without criteria.

The Employee Contact List report can be found under the Miscellaneous Reports 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 employee contact information from Theatre Manager.

Departments Who Benefit From This Report

Box Office

Use this report as a printable contact list for the organization's staff.

Criteria Hints

It is recommended that this report be run without criteria.

The Employee Data & Access Rights report can be found under the Miscellaneous Reports category. Below the image are detailed notes to help you in using the report. You can change permissions using the Employee Access window.

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 detail for each employee setup in Theatre Manager. It includes their information along with their security settings.

Departments Who Benefit From This Report

Box Office

Use this report to view and verify the setup of an employee.

Criteria Hints

It is recommended that this report be run for a single employee or with a range of employees as the criteria.

Parameter Field	Condition	Value
Employee #	is one of	(Employee)

Use the SHIFT key to select a series of employees, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual employees.

The Form Letters List report can be found under the Miscellaneous Reports 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 Form Letters setup in Theatre Manager.

Departments Who Benefit From This Report

Box Office

Use this report to view and verify the Form Letters setup.

Criteria Hints

It is recommended that this report be run without criteria.

The Plug-In List report can be found under the Miscellaneous Reports category. Below the image of the sort criteria are 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 list of the plu-ins your organization has purchased from Arts Management Ltd. and installed in Theatre Manager.

Criteria Hints

It is recommended that this report be run with no criteria selected.

The Theatre Map Graphic List report can be found under the Miscellaneous Reports 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 allows you to view the graphic map you have created.

Departments Who Benefit From This Report

Box Office

Use this report to view and verify the information in the Theatre Pricing Maps.

Criteria Hints

It is recommended that this report be run without criteria.

The Promotion Code List report can be found under the Miscellaneous Reports 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 promotion codes setup in Theatre Manager.

Departments Who Benefit From This Report

Box Office

Use this report to view and verify the Promotion Codes.

Criteria Hints

It is recommended that this report be run without criteria.

The Promotion Pricing Worksheet report can be found under the Membership Reports category. This report has additional criteria than most reports. Click here for more information on the Promotion Worksheet 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 how each promotion will affect each price code of a performance.

Departments Who Benefit From This Report

Box Office

Use this report to review how promotions will affect the final ticket price of each price code for a performance.

Criteria Hints

It is highly recommended that this report be run for a single performance or event as the criteria.

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

Use the SHIFT key to select a series of events, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual events.

The Standard Comments List report can be found under the Miscellaneous Reports 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 Invoice Comments setup in Theatre Manager.

Departments Who Benefit From This Report

Box Office

Use this report to view and verify all Invoice Comments setup.

Criteria Hints

It is recommended that this report be run without criteria.

The Tax Rates List report can be found under the G/L Reports 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 tax rates currently in Theatre Manager.

Departments Who Benefit From This Report

Box Office	Use this report to verify that all tax rates have been setup properly.
Accounting	Use this report to verify that all tax rates have been setup properly.
General Manager	Use this report to verify that all tax rates have been setup properly.

Criteria Hints

It is recommended that this report be run without criteria.

The Theatre Map List report can be found under the Miscellaneous Reports 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 allows you to view the Pricing Maps you have created, if the seats have been named and the price codes used.

Departments Who Benefit From This Report

Box Office

Use this report to view and verify the information in the Theatre Pricing Maps.

Criteria Hints

It is recommended that this report be run without criteria.

The Theatre Maps Seat List report can be found under the Membership Reports category. Below 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 the seat codes and descriptions for each seat in the theatre.

Departments Who Benefit From This Report

Box Office

Use this report to view and verify the names seats file for a venue map. This is also useful for sending to Arts Management Support if there is a problem with the named seats for a venue.

Criteria Hints

It is recommended that this report be run with a single venue map as the criteria.

Parameter Field	Condition	Value
Venue Map #	is one of	(Venue Map)

Use the SHIFT key to select a series of maps, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual maps.

The Ticket Face Detail report can be found under the Miscellaneous Reports 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 detail for each ticket face setup in Theatre Manager.

Departments Who Benefit From This Report

Box Office

Use this report to view and verify the ticket faces setup. This is also useful for sending to Arts Management Support if there are problems with a ticket face.

Criteria Hints

It is recommended that this report be run with a single venue map as the criteria.

Parameter Field	Condition	Value
Ticket Face Number	=	(Ticket Face)

The Ticket Face List report can be found under the Miscellaneous Reports 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 ticket faces currently setup in Theatre Manager.

Departments Who Benefit From This Report

Box Office

Use this report to view and verify the ticket faces that are setup.

Criteria Hints

It is recommended that this report be run without criteria.

The Workflow/Notification E-mail List report can be found under the Miscellaneous Reports 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 workflow notifications currently setup in Theatre Manager.

Departments Who Benefit From This Report

Box Office

Use this report to view and verify all workflow notifications.

Criteria Hints

It is recommended that this report be run without criteria.

Forms cross multiple events and performances. If somebody fills out a form for one class, its entirely possible that is is valid for the other class and TM will not ask the user to fill it out twice. TM will make sure the form is not expired though. So, if you want to see if a form is in force for the patron who bought online for a course, then use bought for events as one of the criteria for this report

Forms cross multiple events and performances. If somebody fills out a form for one class, its entirely possible that is is valid for the other class and TM will not ask the user to fill it out twice. TM will make sure the form is not expired though. So, if you want to see if a form is in force for the patron who bought online for a course, then use bought for events as one of the criteria for this report

The Bank Deposit - Totals report can be found under the Order and Payments 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 summary of current and past bank deposits.

Departments Who Benefit From This Report

Box Office	Use this report to see a summary of the deposits for the bank that are outstanding or in the past.
Accounting	Use this report to see a summary of the deposits for the bank that are outstanding or in the past.

Criteria Hints

It is recommended that this report be run with for a single date or with a range of dates as the criteria.

Parameter Field	Condition	Value
G/L Header Date - Posted	between	(Date) and (Date)

The Bank Deposit Check Listing report can be found under the Order and Payments 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 detailed listing of past bank deposits and the checks that were part of the deposit.

Departments Who Benefit From This Report

Box Office	Use this report to review deposits that have previously been taken to the bank.
Accounting	Use this report to review deposits that have previously been taken to the bank.

Criteria Hints

It is recommended that this report be run with for a single date or with a range of dates as the criteria.

Parameter Field	Condition	Value
G/L Header Date - Posted	between	(Date) and (Date)

The Cash Flow - Post Dated Payment Analysis report can be found under the Order and Payments category. This reports has additional criteria than other reports. Click here for more information on the Subtotal Options 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 summary of cash flow into the organization, including future cash flow based on post dated payments.

Departments Who Benefit From This Report

Box Office	Use this report to review past and future cash flow for the organization.
Accounting	Use this report to review past and future cash flow for the organization.

Criteria Hints

It is recommended that this report be run without criteria.

The Check Request report can be found under the Order and Payments 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 refunds owed to a patron that are to be disbursed by check.

Departments Who Benefit From This Report

Box Office	Use this report to see a listing of all refunds owed to a patron that need a check issued.
Accounting	Use this report to see a listing of all refunds owed to a patron that need a check issued.

Criteria Hints

It is recommended that this report be run without criteria.

The Credit Card Verification Responses report can be found under the Order and Payments 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 the responses received during payment verification.

Departments Who Benefit From This Report

Box Office

Use this report to review the responses received during payment verification to look for any problems.

Criteria Hints

It is recommended that this report be run with for a range of dates and with a payment method as the criteria.

Parameter Field	Condition	Value
G/L Header Date - Posted	between	(Date) and (Date)
Payment Method	is one of	(Payment Method)

Use the SHIFT key to select a series of payment methods, or the OPTION key (Mac) or CTRL key (Windows) to select multiple individual payment methods.

The Daily Change in A/R report can be found under the Order and Payments 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 summary of the changes that occurred in Accounts Receivable.

Departments Who Benefit From This Report

Box Office	Use this report to see a summary of the changes to the A/R account.
Accounting	Use this report to see a summary of the changes to the A/R account.

Criteria Hints

It is recommended that this report be run with for a range of datesas the criteria.

Parameter Field	Condition	Value
G/L Header Date - Posted	between	(Date) and (Date)