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  • Reporting Problems

    Good Morning All:
    First time user, am trying to run the detailed transaction report and when I hit the search transactions button, nothing happens. I expected an export button to appear after the report ran but nothing happen. I'm accessing via IE and have disabled the popup blocker but still cannot effectively run a report. Any suggestions?

  • #2
    Good day @Jones,

    I reviewed your account and could download the report without any issues. Please see the following:

    Click image for larger version

Name:	Report_Feb_24663.jpg
Views:	1
Size:	36.4 KB
ID:	15201

    Please note that you have had 2 transactions in February 2013 and nothing beyond February so make sure that your START and END dates are set correctly.

    Please let us know if you are still having issues and we can provide further instructions if needed.
    Regards,
    Click & Pledge Support Department

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

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      Then I'm very confused, on 5/15/2013 we received over $4000 of which I received email notification for each donation and the funds were deposited in our bank account. I know the February transactions were test transactions but expected to at least see the May transactions. Below is one of the transactions for $500.


      OrderNumber: 1305160046066767669
      Authorization Code: 015012
      Transaction Number: 458208216
      Name on Card: Jay A S*******




      Originally posted by Support.Department View Post
      Good day @Jones,

      I reviewed your account and could download the report without any issues. Please see the following:

      [ATTACH=CONFIG]743[/ATTACH]

      Please note that you have had 2 transactions in February 2013 and nothing beyond February so make sure that your START and END dates are set correctly.

      Please let us know if you are still have issues and we can provide further instructions if needed.

      Comment


      • #4
        Dear @Jones,

        Based on what information you posted I found out that you have 2 accounts with Click & Pledge.

        I looked up your profile in this forum and you have stated that your account number is: 24663

        The transaction you posted is associated with account number:
        24730

        You are part of the Seattle Foundation and each Seattle Foundation affiliated organization has 2 accounts with Click & Pledge.

        Account 1: Your organization has full admin rights
        Account 2: You organization has minimum rights but the Seattle Foundation has full rights. This account is used for the GiveBig day.

        You are logging into Account 1 and are downloading transactions from Account 1 whereas your Give Big transactions are in Account 2.

        You will be able to login to both accounts at the same time if your UserID & Password are the same for both accounts. If you wish to unify the account login please follow the steps listed below:
        1. visit https://portal.clickandpledge.com
        2. Right hand side: Forget your login info? -- reset your password following the steps listed
        3. Once you receive the reset password email you will be able to unify all your accounts with the same password.

        Please follow the listed steps and let us know if you have access to both accounts and if you can download the reports.
        Regards,
        Click & Pledge Support Department

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

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment

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