Using the Genre Filter in Patron Reports to further refine your marketing lists and overall patron management
Remember the GENRE assignment window you saw when setting your SERIES INFORMATION?
You can use GENRE as part of your patron management and reporting tools!
- First, hover over Reports, then click on Patron Report.
- Under "Add Filters", click "+add a filter".
- On the left hand side of the screen, near the bottom, click "Series/Event". From there, you will see the following screen:
From here, you can set the parameters of what SERIES GENRE to search for within the SERIES you have created. Click "apply" when you are satisfied with those parameters, then click "Done". If you are looking for everyone who has attended a series of a certain genre, as opposed to everyone who has purchased a ticket for such, don't forget to include all comps and package redemptions!
Once your filter has been applied, click the big green "GO" button. You will then see a list of patrons who have attended performances (or purchased tickets to performances) that fall within the genre you specified.
For additional help, please contact: