Difference between revisions of "Automatic Reporting"

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(Created page with "This section will explain how to configure automatic reporting to Rentrak, Swift and how to send reports to emails within your company. This section is divided into two part...")
 
 
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This section will explain how to configure automatic reporting to Rentrak, Swift and how to send reports to emails within your company.
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This section is divided into two parts:
  
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1. '''[[#Configure Rentrak and Swift Reporting | Configure Rentrak/Swift]]'''
  
This section is divided into two parts:
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2. '''[[#Configure Automatic Shift / Ticket Report Emails | Configure Automatic Nightly Reporting Emails]]'''
*Configure Rentrak/Swift
 
*Configure automatic nightly reporting emails
 
  
'''Configure Rentrak and Swift Reporting'''
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==Configure Rentrak and Swift Reporting==
  
 
Send reports automatically to Rentrak/Comscore and Swift through RTS.  
 
Send reports automatically to Rentrak/Comscore and Swift through RTS.  
  
*Navigate in RTS to Setup – Communications – Rentrak.  
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*Navigate in RTS to <code>'''Setup –> Communications –> Rentrak'''</code>.
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[[File:SU_Comm_Rentrak.JPG|150px]]<br/><br/>
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*To enable, check off '''"Enable Reporting"'''. To send automatically, check '''"Auto Send When Tickets Closed"'''.
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*You may also enable '''"Send Hourlies"''' and '''"Send Net Only"'''.
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*To send your reports: the Theatre ID, Username, and Password will need to be entered into the fields. The credentials will need to be provided by Rentrak.
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*For EBOR, select the '''"EBOR"''' tab and check off '''Enable Reporting''' and '''"Auto Send When Tickets Closed"'''.
  
*To enable, check off Enable Reporting. To send automatically, check Auto Send When Tickets Closed.
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*Additional options include '''"Hide Auditoriums"''' and '''"Consolidate Showtimes"'''.
  
*You may also enable Send Hourlies and Send Net Only.
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==Configure Automatic Shift / Ticket Report Emails==
  
*To send your reports, the Theatre ID, Username and Password will need to be entered into the fields. The credentials will need to be provided by Rentrak.
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To send Deposit and Boxoffice reports automatically after closing the deposit via email to a designated address, navigate in RTS to <code>Setup -> Reports -> Automatic Emails</code>.
  
*For EBOR, select the EBOR tab and check off Enable Reporting and Auto Send When Tickets Closed.
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To add a new email recipient:
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*Select '''"Add Custom"''' or '''"Add From Address Book"'''. The latter will prompt you to choose a contact from what is configured in <code>Setup -> Adresses</code>.
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*Choose which reports you would like to send to this email address by using the checkboxes on the right.
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*When you are done adding and configuring emails simply click '''"Save"''' to finish.
  
*Additional options include Hide Auditoriums and Consolidate Showtimes.
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[[File:SetupAutomaticReportEmails.png|450px]]<br/><br/>
  
'''Configure Automatic Report Emails'''
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''Note: If more than one '''Report Group''' is chosen for a specific email address it will send a separate email for each group selected.''<br>
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''Note: Email reports will only send if an outgoing email address has been configured at <code>'''File –> Options'''</code> and select the '''"Communications"''' tab''
  
To send Deposit and Boxoffice reports automatically after closing the deposit via email to a designated address, navigate in RTS to <code>File – Options</code> and select the '''Communications tab'''.
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*Enter the address you would like the reports to be sent to at the night end of the night. If multiple address, please separate by a comma.
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See also [[RTS_Email_Configuration|Email Configuration]].<br>
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See also [[Customizing_Your_Deposit_Total_Report|Customizing Report Groups]].

Latest revision as of 19:06, 27 July 2020

This section is divided into two parts:

1. Configure Rentrak/Swift

2. Configure Automatic Nightly Reporting Emails

Configure Rentrak and Swift Reporting

Send reports automatically to Rentrak/Comscore and Swift through RTS.

  • Navigate in RTS to Setup –> Communications –> Rentrak.


SU Comm Rentrak.JPG

  • To enable, check off "Enable Reporting". To send automatically, check "Auto Send When Tickets Closed".
  • You may also enable "Send Hourlies" and "Send Net Only".
  • To send your reports: the Theatre ID, Username, and Password will need to be entered into the fields. The credentials will need to be provided by Rentrak.
  • For EBOR, select the "EBOR" tab and check off Enable Reporting and "Auto Send When Tickets Closed".
  • Additional options include "Hide Auditoriums" and "Consolidate Showtimes".

Configure Automatic Shift / Ticket Report Emails

To send Deposit and Boxoffice reports automatically after closing the deposit via email to a designated address, navigate in RTS to Setup -> Reports -> Automatic Emails.

To add a new email recipient:

  • Select "Add Custom" or "Add From Address Book". The latter will prompt you to choose a contact from what is configured in Setup -> Adresses.
  • Choose which reports you would like to send to this email address by using the checkboxes on the right.
  • When you are done adding and configuring emails simply click "Save" to finish.

SetupAutomaticReportEmails.png

Note: If more than one Report Group is chosen for a specific email address it will send a separate email for each group selected.
Note: Email reports will only send if an outgoing email address has been configured at File –> Options and select the "Communications" tab


See also Email Configuration.
See also Customizing Report Groups.