No announcement yet.

C&P Tranaction reports in Connect

  • Filter
  • Time
  • Show
Clear All
new posts

  • C&P Tranaction reports in Connect

    I need to run reports for all transactions processed on a day that includes charges and refunds. Which report exists or how can I cutomize one to recieve that result? Example: order #30880-1804170900078871000 was charges on 4/17/2018 but credited on 4/24/2018. If I run a transaction report for 4/24/2018, the order number does not appear in the list. HELP PLEASE

  • #2
    Good day @[email protected]

    We reviewed the above order number and found that it has been credited on 4/25/2018:

    Click image for larger version

Name:	Credited.jpg
Views:	31
Size:	68.3 KB
ID:	39482

    Please create the custom report for above date and you will see the details.
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars:
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday:
    Are you on Salesforce? Join us at the Power of Us Hub:


    • #3
      Thanks for the response but I didn't explain what I needed correctly...
      I needed to create a report that will display refunds processed during a time period without knowing the date of the initial transaction. I joined the support call and was able to get assistance to create a report that allowed the addition of the field "Refund Date" that I had not been able to locate previously.