Customized Report Writing & Consulting

Expert insights from your transaction management system

What We Offer

Our report writing and consulting services help you unlock the full potential of your transaction management system's data, providing customized reports tailored to your organization's unique needs and objectives.

Custom Report Development

Design and build reports specifically tailored to your business requirements, whether for sales analysis, patron insights, financial reporting, or operational metrics.

Data Analysis & Insights

Leverage our expertise to analyze your data and uncover trends, patterns, and opportunities that drive better business decisions.

Dashboard Creation

Build interactive dashboards that provide at-a-glance views of your key performance indicators and operational metrics.

Report Optimization

Review and optimize existing reports for better performance, accuracy, and usability, ensuring you get the most value from your data.

Training & Knowledge Transfer

Train your team on report writing best practices and empower them to create and maintain reports independently.

Ongoing Support

Receive continuous support for report maintenance, updates, and enhancements as your organization's needs evolve.

Our Process

1

Discovery

We meet with your team to understand your reporting needs, data sources, and business objectives.

2

Design

We create report specifications and mockups for your review and approval before development begins.

3

Development

Our experts build the reports using industry best practices and optimize for performance and accuracy.

4

Deployment & Training

We deploy the reports and train your team on how to use, interpret, and maintain them effectively.

Systems We Support

🎭 Tessitura

Deep expertise in Tessitura reporting and data structures.

📊 PatronManager

Custom Salesforce reports for arts organizations.

🎫 AudienceView

Comprehensive reporting solutions for ticketing data.

🔧 Custom Systems

Experience with various proprietary and custom platforms.

📈 Business Intelligence

Integration with Tableau, Power BI, and other BI tools.

🗄️ Database Reporting

Direct database queries and optimization for complex reports.

Types of Reports We Create

Operational Reports

  • Daily sales summaries
  • Attendance tracking
  • Subscription management
  • Inventory status
  • Staff performance metrics

Strategic Reports

  • Patron segmentation analysis
  • Revenue forecasting
  • Marketing campaign effectiveness
  • Donor retention analysis
  • Season planning insights
  • Executive dashboards

Frequently Asked Questions

What systems do you have experience with?

We specialize in Tessitura, PatronManager, and AudienceView, but also work with custom systems and databases. If you're unsure, contact us to discuss your specific platform.

How long does a typical project take?

Project timelines vary based on complexity. Simple reports can be delivered in 1-2 weeks, while complex dashboards or analytics projects may take 4-8 weeks.

Do we need technical expertise to use the reports?

No! We design reports to be user-friendly and provide training to ensure your team can confidently use and interpret the results.

Can you help improve our existing reports?

Absolutely! We offer report optimization services to improve performance, accuracy, and usability of your current reporting infrastructure.

What's included in your consulting services?

Our consulting includes requirements gathering, report design and development, testing, deployment, training, and ongoing support based on your needs.

Do you offer ongoing support?

Yes! We offer maintenance packages to keep your reports up-to-date and provide support as your business needs evolve.

Ready to Get More From Your Data?

Let's discuss how we can help you create reports that drive better decisions.

Schedule a Consultation