How do I see my organization's canceled transactions?
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Good day!
Are you referring to the Credited Transactions? Transactions that are reversed to the card holder's card?Regards,
Click & Pledge Support Department
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Good day!
You may create a custom report though the Connect Transaction. See below:
Please let us know if this answers your question.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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Good day!
Currently reports are only available in 90 day increments. This is due to the time it may take to download a large number of records with clients that have a lot of transactions.
All transactions & their status are available in the report. It is easiest to use Excel to sort the results.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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