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Reporting: Cannot see Export Button

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  • Reporting: Cannot see Export Button

    Hello,

    We have been trying to obtain a list of donors for today. When I run, the reports (like I have seen in the tutorials) I do not see the export button. We have had donations today. Can someone please help/give pointers for what we might be doing wrong?

    I have tried to view reports in IE, Firefox and Chrome.

    Thanks!

    Mollie

    Development Database Specialist
    Seattle Repertory Theatre

  • #2
    Good day!

    Please see: http://help.clickandpledge.com/custo...ked-questions-

    Each Seattle Foundation organization has 2 accounts with Click & Pledge. One account is set up with the Organization as the account owner and the other is the one that the Seattle Foundation controls. The one controlled by the Seattle Foundation is the one that is used by GiveBig.

    Your organization has the following accounts:

    Account # 24853 - controlled by the Seattle Repertory Theatre
    Account # 25310 - controlled by the Seattle Foundation

    The user that has access to your 25310 account is: jennifer*****@seattlerep.org

    Please login as that user and you will be able to download the report.

    Today (May 6, 2014) we also have live support through GoToMeeting - please join us if we can be of any further help: https://www3.gotomeeting.com/join/438659166
    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

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    • #3
      Thank you for your assistance!

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