Harrison,

Thanks again for your willingness to help us streamline our workflow and interactions with Eventive’s reporting functions.

As requested, I’ve attached a “Dream” report to help process and track donations. I really think just adding a few columns (highlighted green) added to the Ledger Transaction Report would cut down on the work Lara and I are doing to reconcile the donations.

· Add the (order) id field

· Add the customer_phone_number field

· Add the customer_mailing_address field

· The summary field might be valuable but isn’t necessary.

And I think you advised that the Check number element on the box office entry form was not able to be pulled into a report but I wonder if it might be passed through to Salesforce. While this isn’t something you would code, knowing that it is a possibility would certainly save me from potentially entering it twice.

A related question/comment I have is that the check number field is pulling through on the Order Record and was hopeful this info could be mapped to somewhere besides this one place.

Provide organizers with a report that includes donor name, amount donated, email address, and mailing address.

To accomplish this, also allow organizers to collect this information for any donation (those added on to any order or a standalone donation)