Difference between revisions of "Automatic Reporting"

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=='''2. Configure Automatic Report Emails'''==
 
=='''2. Configure Automatic Report Emails'''==
  
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>
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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>.
  
To add a new email recipient start by selecting "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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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.
[[File:----------|300px]]<br/><br/>
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*When you are done adding and configuring emails simply click '''"Save"''' to finish.
  
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[[File:SetupAutomaticReportEmails.png|450px]]<br/><br/>
  
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''Note: If more than one '''Report Group''' is chosen for a specific email address it will send a seperate email for each group selected.''<br>
 
''Note: Email reports will only send if an outgoing email address has been configured at <code>'''File –> Options'''</code> and select the '''"Communications"''' tab''   
 
''Note: Email reports will only send if an outgoing email address has been configured at <code>'''File –> Options'''</code> and select the '''"Communications"''' tab''   
  
See also [[RTS_Email_Configuration|Email Configuration]].
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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]].

Revision as of 19:23, 15 October 2019

This section is divided into two parts:

1. Configure Rentrak/Swift

2. Configure automatic nightly reporting emails

1. 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".

2. Configure Automatic 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 seperate 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.