Menu Path:

Productions > Summary > Partner Sales


There are three tabs with options:


Report Period:

  • Filter By Dates is a checkbox that will let you further specify a specific date range to constrain the report to. Otherwise, the report will cover all dates (technically, between 01/01/1900 and 01/01/2079).

Included Partner Types:

  • Filter By Partner Types is a checkbox that will let you further specify specific partner types to filter by. If checked:
  • Available Partner Types lists the partner types created in Administration > Setup > Organisation > Partner Roles. Select specific roles and click Filter > to add them to the list of Included Partner Types. Select roles in the Included Partner Types list and click < Unfilter to remove them from the list.

Settings:

  • Show Charts is a checkbox that will generate charts in the reports to accompany tabular data.
  • Include CompsĀ is a checkbox that will include complimentary bookings in the reports.

A Save button allows you to persist these options as preferences for future executions of the report.

A Continue button will generate the report.


This report lists performances organised by production partner, and includes the following details:

  • Production Title
  • Partner Name
  • Performance Date/Time
  • The Start and End date for the production deal
  • A breakdown by Book Type showing the Price, Seat Count and Gross and Net Takings.