Has anyone successfully found/created a report that will detail new-to-file vs. reactivated patrons over a specific period of time?
If you’re looking for lists of patrons, you could do this with a couple of different mail lists that meet your specific qualifying criteria. So for example, you could have a list you re-run monthly of truly new-to-file folks using the field Patron Date Entered and then a list referencing ticket data of folks with a ticket date and time purchase in the last month but without a ticket date purchase in the prior two years or something like that. Is that the kind of information you’re looking for or something else?
Sorry for the delayed reply. I’m not getting email notifications when a response is posted.
That could work, I just wish TM had easier functionality for something that most every other ticketing service provides as built-in.
You can change your email notifications under your account - preferences - emails. But holler if that’s not working and we’ll try to figure it out.
You should only need to build and save the criteria once and then just re-run and change the dates. Saved criteria is really flexible because you can pull it from a mail list, report or data export, depending on your output need. I can’t speak to other ticketing databases’ default reports, but I really like the detailed control/power of TM’s search criteria. Rather than deferring to a default new-to-file definition, I can exactly specify, relative to my organization’s structure and use, who I want to consider new for any given project.