1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by...

39
1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012

Transcript of 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by...

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

1

The Learning Center Series

Access ReportingKelsey LloydJuly 31, 2013

Originally Presented by Marylee Guerrero 2011 & Stephanie

Plueard 2012

Page 2: 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 ReportBarcode Report

Customer Attendance Metrics

Access Management Reports

Validation Report

Ticket Graphs

Card Data

User RequestsBarcode File (TK.BC)

Take Aways & TipsSummary

Questions

Access Reporting

Page 3: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

3

tRes/Back Office

Barcode ReportAttendance

Metrics

Page 4: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

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 UsedTickets UnusedBoth

Pathway: File > Reserved Seat Ticketing > Allocations > Reports > BarcodesProcess Name: TK.BC.R

Page 5: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

5

Barcode Report

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

Page 6: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

6

Barcode Report

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

Page 7: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

7

Barcode Report

Results:

Page 8: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

8

Barcode Report

● Item Selection: Enter the Combo Item

● Example: Report of customers attending 50% or less of the events in the Season

Page 9: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

9

Barcode Report

AND …Percent Report Options Selection

• “at Most” radio button • 50 in the Percentage

Events/Capacity field

Page 10: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

10

Barcode Report

Results:

Page 11: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

11

Barcode Report

● Reminder: Barcode Report Results can be exported to Excel

Use F3 to view available Device options

Page 12: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

12

Customer Attendance Data

Pathway: File > Reserved Seat Ticketing > Customers > Inquiry > CustomersProcess 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

Page 13: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

13

Customer Attendance Data

Results: Attendance Metrics

Page 14: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

14

Access Management/ AM Monitor

Validation ReportTicket Graphs

Card Data

Page 15: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

15

Validation Report

AM Monitor: Reports > Ticket > Validation Reports

Report Types

Unused for EventAttendance (Used in Event)Invalid Tickets by Result CodeInvalid Scans by DeviceOffline Valid Tickets

13:F1,13:F2,13:F3

Page 16: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

16

Validation Report

Invalid Tickets by Result Code

Results Codes are: Already UsedInvalid DateNot FoundReprinted

13:F2

Page 17: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

17

Validation Report

Results: Invalid Tickets by Result Code Detail

13:F2

Page 18: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

18

Validation Report

Results: Invalid Tickets by Result Code Summary

13:F2

Page 19: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

19

Validation Report

Invalid Scans by Device

13:F2

Page 20: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

20

Validation Report

Results: Invalid Scans by Device Detail

13:F2

Page 21: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

21

Validation Report

Results: Invalid Scans by Device Summary

13:F2

Page 22: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

22

Validation Report

Invalid Scans by Device

13:F2

Page 23: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

23

Validation Report

Results: Invalid Scans by Device Summary All Clusters

13:F2

Page 24: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

24

Validation Report

Offline Valid Tickets

13:F2

Page 25: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

25

Validation Report

Results: Offline Valid Tickets Detail

13:F2

Page 26: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

26

Validation Report

Results: Offline Valid Tickets Summary

13:F2

Page 27: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

27

Ticket Graphs

AM Monitor: Reports > Ticket > Graphs

Page 28: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

28

Card Data

Card Results – Access Pass, Season Ticket Cards, & Magnetic Stripe Id.

AM Monitor: Reports > Ticket > Card Results

Page 29: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

29

User Requests

Barcode File

Page 30: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

30

User Requests

User Request Using the Barcode File – TK.BCPathway: File > Reserved Seat Ticketing > Requests > User Request EntryProcess Name: TK.REQUEST.E

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

31

User Requests

Example: Valid tickets for one event that were not scanned

Page 32: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

32

User Requests

Results:

Page 33: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

33

eQuery

Example: Valid tickets for one event that were not scanned

Page 34: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

34

AM Monitor

View Summary Counters

Page 35: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

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.

Page 36: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

36

Barcode and Attendance ReportingBarcode Report (TK.BC.R)

User Request using the Barcode File (TK.BC)

AM MonitorTicket Graphs

Access Pass Summary, Season Ticket Cards, and Magnetic Stripe IDs

Miscellaneous tips and other ReportsExporting 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

Page 37: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

37

Special Thanks

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

presentation

Page 38: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

38

Questions

Page 39: 1 The Learning Center Series Access Reporting Kelsey Lloyd July 31, 2013 Originally Presented by Marylee Guerrero 2011 & Stephanie Plueard 2012.

39

Thank You!