There are several ways you can report on group sales revenue by program in Altru. 

Option 1: Run the Sales by Program Report
If you're only looking for revenue numbers per program, the Sales by Program Report will provide you with a list of each program sold in Group Sales and the gross amount, discounts, refunds, and net amount. You can also choose to filter this by a specific program or a selection of programs. Important Note: Groups must be checked in/complete in order to show in this report. 
  1. Go to Sales 
  2. Under Reports, click Sales by Program 
  3. Apply the appropriate filters in the report. If you're only looking for Group Sales, we recommend choosing group Sales in the Sales method filter. 
  4. Click View Report 

Here is an example of the report: 
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Option 2: Run the Sales by Price Type Report
If you're looking to view program revenue and the number of visitors for each program, the Sales by Price Type Report will meet your needs. The Sales by Price Type report will show you a summary of the revenue per price type overall and will also show you detail listing the program, price types sold, number of visitors per price type, gross amount, discounts, refunds, and net. Important Note: Groups must be checked in/complete in order to show in this report. 

  1. Go to Sales 
  2. Under Reports, click Sales by Price Type
  3. Apply the appropriate filters in the report. If you're only looking for Group Sales, we recommend choosing group Sales in the Sales method filter. Under Report Type, we also recommend choosing Detailed.
  4. Click View Report 

Here is an example of the report: 
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Option 3: Create a Sales Order Query
If neither of the above options work for you or you would also like to include groups that are not yet checked in, you can also build a Sales Order Query.

  1. Start your query:
    1. Go to Analysis > Information Library 
    2. Click Add an ad-hoc query 
    3. Select the source view of Sales orders and click OK. The New Ad-hoc Query screen will appear. 
  2. Add fields to Include records where to indicate what groups you'd like to report on:
    1. First, to only view Group Sales, from the middle column, drag Sales method type to Include records where. Set this to be equal to Group Sales.
    2. Next, if you'd like to eliminate any cancelled groups, from the middle column, drag Sales order status to Include records where. Set this to be not equal to Cancelled. Note: If you want to match the Sales Reports above, you can set this filter to be equal to Complete instead. Sales Reports only consider completed/checked in groups. 
    3. Next, because we will be reporting on programs only, from the left column, highlight Sales Order Item. From the middle column, drag Type into Include Records Where. Set this to be equal to Ticket. This will ensure we are only reporting on the program revenue in our query results. 
    4. If you'd like to only view groups that arrived or are scheduled to arrive during a certain date range, from the left column, highlight Reservation. From the middle column, drag Arrival date to Include records where. Set this to be equal to or between your range of dates. Here is how your query should look so far:
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    5. (Optional) If you would like to filter your query to only include groups of a specific group type, from the left column, expand Reservation. Highlight Itineraries. From the middle column, drag Group Type to Include records where. Set this to be equal to or one of your specific group type.
  3. Next, we will add fields to Results Fields to Display to view details about the program revenue and attendance: 
    1. (Optional) To output the name of the reservation, from the left column, highlight the Reservation node. From the middle column, drag Name to results fields to display. This will display the reservation name. 
    2. Next, we will output details like amount and quantity. From the left column, highlight Sales Order Item. From the middle column, drag any of the following to Results fields to display: Total (will show you gross amount before discounts), Discounted Amount, Net Amount, and Quantity
    3. We also may need details about the price types purchased. From the left column, expand the Sales Order Item node that we highlighted in the previous step.Next, highlight Sales Order Item Ticket. From the middle column, drag Price Type Code to Results fields to display. This will show you which price types were purchased (Adult, Child, Student, etc.)
    4. Next, to view details about the program, we will expand Sales Order Item Ticket in the left and highlight Program. From the middle column, drag Program Name to Results fields to display. Here is an example of what the final query may look like: 
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    5. (Optional) If you would also like to see details about what dates/times the scheduled programs occurred, you can also highlight Program Events in the left column. From the middle column, you can drag fields like Start date and/or Start time to Results fields to display. 
  4. Preview Results:
    1. The next step is to preview your query results. This is a good time to double check the accuracy of the query you have created, especially if you have outputted additional details. Group reservations have many one-to-many fields that can cause query to duplicate results. We recommend choosing a group from your list and comparing the query to the group's itinerary to make sure you have all of the details you need and they are not duplicated.
    2. You will notice the query will present you with the raw data. Since query is not a reporting tool, it is best to synthesize this data outside of the system in the way you would like to view it. Here is an example of how your results may look:
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  5. Save your query and analyze your results. 
    1. On the Set save options tab, name your query to access later. 
    2. If you did not output dates and times for your events and a group may do multiple sessions of the same program, you may also want to uncheck the box to Suppress duplicate rows for more accurate calculations:
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    3. Once your query is completed, we recommend you export the results to a system like Excel to synthesize the data if desired. You can use a Pivot Table or even connect your query to Excel using an OData Feed.