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Creating the Future Orders report in Spektrix

After we have confirmed your Spektrix is set up we will need you to send over a CSV file that includes the order IDs for every booking for a future performance. This is to make sure all your customers are accounted for when sending out the messaging.

1. Click on the Control Panel

Future Orders Report Image 

2. Click on Insights & Mailings

 Future Orders Report Spektrix

3. Click on New report

Future Orders Report 

4. Type "crowdEngage - Future Orders"

 Future Orders Report in Spektrix

5. Click on Next

 Future Orders Report Spektrix (5)

6. Click on Seats

Future Orders Report Image (1) 

7. Click on the "+" sign next to Event Instances

Future Orders Report Spektrix (2) 

8. Drag "Start Date" into the "Drag criteria here..." box

 Future Orders Report Spektrix (3)

9. Select Relative date range

 Future Orders Report (1)

10. Set the range between "today" and "end of time"

 Future Orders Report Spektrix (4)

11. Click on Next

Future Orders Report Spektrix (5) 

12. Uncheck "Only show commonly used columns"

 Future Orders Report (2)

13. Click on the "+" sign next to Order Items

Future Orders Report Spektrix (6) 

14. Drag "Order ID" into the dotted box under "Output Columns"

 Future Orders Report Spektrix (7)

15. Click on Ok

Future Orders Report Spektrix (8) 

 


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