Resource Reports
Resource Reports
| Resource Shipping Manifest - Patron | A shipping manifest report, grouped by patron, that breaks out what patron purchased what item(s) and the mailing address to ship the item to. |
| Resource Shipping Manifest - Resource | A shipping manifest report, grouped by resource, that breaks out what resource item has been purchased the patron's mailing address to ship the item to. |
| Resources Sold - Patron | A financial sales report, grouped by patron, that breaks out how much each patron has spent, including a list of what items they have purchased. |
| Resources Sold - Resource | A financial sales report, grouped by resource, that breaks out how much revenue each resource has generated, including a list of patrons who have have purchased that item. |
Resource Shipping Manifest - Patron
Resource Shipping Manifest - Patron
The Resource Shipping Manifest - Patron can be found under the Resource Report category. Below the image are detailed notes to help you in using the report.
Purpose of the Report
This report shows a summary of all resource sales, grouped by patron, to help track and ship items to patrons.
Departments Who Benefit From This Report
- Box Office
- Development
- Administration
Criteria Hints
It is recommended that this report be run using date range. Possible options include:
- Order Date Updated is between Date X, Date Y
- Order Date is between Date X, Date Y
Resource Shipping Manifest - Resource
Resource Shipping Manifest - Resource
The Resource Shipping Manifest - Resource can be found under the Resource Report category. Below the image are detailed notes to help you in using the report.
Purpose of the Report
This report shows a summary of all resource sales, grouped by resource, to help track and ship items to patrons.
Departments Who Benefit From This Report
- Box Office
- Development
- Administration
Criteria Hints
It is recommended that this report be run using date range. Possible options include:
- Order Date Updated is between Date X, Date Y
- Order Date is between Date X, Date Y
Resources Sold - Patron
Resources Sold - Patron
The Resource Sales - Patron can be found under the Resource Report category. Below the image are detailed notes to help you in using the report.
Purpose of the Report
This report shows a financial summary of all resource sales, grouped by patron, to help inform what patrons have purchased what item, including the patrons total spend during a given time period.
Departments Who Benefit From This Report
- Box Office
- Development
- Administration
Criteria Hints
It is recommended that this report be run using date range. Possible options include:
- Order Date Updated is between Date X, Date Y
- Order Date is between Date X, Date Y
Resources Sold - Resource
Resources Sold - Resource
The Resource Sales - Resource can be found under the Resource Report category. Below the image are detailed notes to help you in using the report.
Purpose of the Report
This report shows a financial summary of all resource sales, grouped by resource, to help inform what resource items have purchased, including a list of patrons who have purchased that item.
Departments Who Benefit From This Report
- Box Office
- Development
- Administration
Criteria Hints
It is recommended that this report be run using date range. Possible options include:
- Order Date Updated is between Date X, Date Y
- Order Date is between Date X, Date Y