Difference between revisions of "Automatic Reporting"
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| − | This section | + | This section is divided into two parts: |
| + | 1. '''[[#Configure Rentrak and Swift Reporting | Configure Rentrak/Swift]]''' | ||
| − | + | 2. '''[[#Configure Automatic Shift / Ticket Report Emails | Configure Automatic Nightly Reporting Emails]]''' | |
| − | |||
| − | |||
| − | + | ==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 <code>Setup – Communications – Rentrak</code> | + | *Navigate in RTS to <code>'''Setup –> Communications –> Rentrak'''</code>. |
| − | |||
| − | |||
| + | [[File:SU_Comm_Rentrak.JPG|150px]]<br/><br/> | ||
| − | *To enable, check off Enable Reporting. To send automatically, check Auto Send When Tickets Closed. | + | *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. | + | *You may also enable '''"Send Hourlies"''' and '''"Send Net Only"'''. |
| − | *To send your reports | + | *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. | + | *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. | + | *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 <code> | + | 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: | ||
| + | *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>. | ||
| + | *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. | ||
| − | [[File: | + | [[File:SetupAutomaticReportEmails.png|450px]]<br/><br/> |
| + | ''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> | ||
| + | ''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]].<br> | |
| + | 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:
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.
- 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.
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.
