Getting data out of your systems of record efficiently makes the annual submission process significantly faster — and more accurate year over year. There are two ways to approach this.

The most common approach is building custom reports in your existing systems (Tessitura, your financial software, HR platform) that produce outputs matching Benchmark's input fields. For example, a Box Office report showing event count by genre and presenter type for the fiscal year maps directly to Pages 2a and 4.

Once set up, these reports can be rerun each year with minimal effort. See the Excel workbook guide for how to organize outputs before entry.

If you'd prefer hands-on help, our On-Site Data Readiness service sends an AMS team member to your location for a one-day visit. We'll work directly with the staff who own your systems of record to build the reports and extraction processes you need — and train your team to run them independently going forward.

This service is included in your subscription.