Is there a way that we can query a specific group type for group sales?

Aryana Miller
Aryana Miller
Third Anniversary
in Blackbaud Altru® General Discussions

I'm trying to get information about payments not received for a specific group type. For example, if the group type was birthday party, I'd want to see reservations for birthday parties where the patron has not made any payment yet.

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  • John Ryan
    John Ryan
    Seventh Anniversary Kudos 2 Participant Facilitator 1

    You can create an ad-hoc query using the Reservation record type and Group Sales Reservations. The criteria you want are

    • Itineraries\\Group Type (choosing your group type)
    • Sales order status not cancelled or blank

    For results fields to display I used

    • Arrival date
    • Name
    • Arrival time
    • Raye scale\\prices\\amount (for total cost)
    • Order/sales order payment/amount tendered (for amount paid already)
    • Order\\sales order payment\\date added (for date paid)

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