1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

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Presentation transcript:

1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012

2 Agenda Back office/tRes Report Barcode Report Customer Attendance Metrics Access Management Reports Validation Report Ticket Graphs Card Data User Requests Barcode File (TK.BC) Take Aways & Tips Summary Questions Access Reporting

3 tRes/Back Office Barcode Report Attendance Metrics

4 Barcode Report ● The Barcode Report lists tickets that were scanned at an event using Access Management. The report can be broken down by any of the selection criteria: ● It can also be sorted by any of the following categories: ● Select Detail or Summary ● Select if you want to include: Tickets Used Tickets Unused Both Pathway: File > Reserved Seat Ticketing > Allocations > Reports > Barcodes Process Name:TK.BC.R

5 Barcode Report ● Note: To include both used and unused tickets, DO NOT enter a scan time range in the Scan Time sub-screen.

6 Barcode Report ● Example: Report for all barcodes scanned for an event, sorted by Cluster.

7 Barcode Report Results:

8 Barcode Report ● Item Selection: Enter the Combo Item ● Example: Report of customers attending 50% or less of the events in the Season

9 Barcode Report AND … Percent Report Options Selection “at Most” radio button 50 in the Percentage Events/Capacity field

10 Barcode Report Results:

11 Barcode Report ● Reminder : Barcode Report Results can be exported to Excel Use F3 to view available Device options

12 Customer Attendance Data Pathway: File > Reserved Seat Ticketing > Customers > Inquiry > Customers Process Name: Customer Inquiry (TK.CUST.I) The customer attendance data is accessed via the Attendance button on the Customer Inquiry Screen. The Attendance Selection screen will appear that asks the user which items and seasons they want to see included in the customer’s attendance counts. The customer attendance activity will be displayed in lists with a checkbox for selection. Click on the checkbox for the Seasons and/or Items you want to display attendance counts. Then click “Accept” or hit F2 to view the Attendance Metrics screen

13 Customer Attendance Data Results: Attendance Metrics

14 Access Management/ AM Monitor Validation Report Ticket Graphs Card Data

15 Validation Report AM Monitor: Reports > Ticket > Validation Reports Report Types Unused for Event Attendance (Used in Event) Invalid Tickets by Result Code Invalid Scans by Device Offline Valid Tickets 13:F1,13:F2,13:F3

16 Validation Report Invalid Tickets by Result Code Results Codes are: Already Used Invalid Date Not Found Reprinted Results Codes are: Already Used Invalid Date Not Found Reprinted 13:F2

17 Validation Report Results: Invalid Tickets by Result Code Detail 13:F2

18 Validation Report Results: Invalid Tickets by Result Code Summary 13:F2

19 Validation Report Invalid Scans by Device 13:F2

20 Validation Report Results: Invalid Scans by Device Detail 13:F2

21 Validation Report Results: Invalid Scans by Device Summary 13:F2

22 Validation Report Invalid Scans by Device 13:F2

23 Validation Report Results: Invalid Scans by Device Summary All Clusters 13:F2

24 Validation Report Offline Valid Tickets 13:F2

25 Validation Report Results: Offline Valid Tickets Detail 13:F2

26 Validation Report Results: Offline Valid Tickets Summary 13:F2

27 Ticket Graphs AM Monitor: Reports > Ticket > Graphs

28 Card Data Card Results – Access Pass, Season Ticket Cards, & Magnetic Stripe Id. AM Monitor: Reports > Ticket > Card Results

29 User Requests Barcode File

30 User Requests User Request Using the Barcode File – TK.BC Pathway: File > Reserved Seat Ticketing > Requests > User Request Entry Process Name: TK.REQUEST.E

31 User Requests Example: Valid tickets for one event that were not scanned

32 User Requests Results:

33 eQuery Example: Valid tickets for one event that were not scanned

34 AM Monitor View Summary Counters

35 View Summary Counters To view summary counters: ● Click the Online Counter button in the Speed Bar ● Right-click an item in the property tree and then select Counters from the pop-up menu You can see current scanning activity in AM Monitor during an event.

36 Barcode and Attendance Reporting Barcode Report (TK.BC.R) User Request using the Barcode File (TK.BC) AM Monitor Ticket Graphs Access Pass Summary, Season Ticket Cards, and Magnetic Stripe IDs Miscellaneous tips and other Reports Exporting the Barcode Report (TK.BC.R) to Excel Saving reports to the file type of your choice in AM Monitor You can view the current scan activity on AM Monitor during an event If you need to look up event, seat, and/or customer information on a barcode you can use the Bar Code Inquiry process (TK.BC.I) in tRes When you close (Season Status = C) a season please remember that your barcodes will no longer be available in AM Monitor. It is VERY important that you open a case with Customer Support to have your barcodes archived after closing a season. Take Aways & Tips

37 Special Thanks A special ‘Thank You’ to Utah State and Oregon for use their data for the examples in this presentation

38 Questions

39 Thank You!