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  • Reports that EXCLUDE refunds

    We are having to do a mass ETL of data from C&P to SFDC.

    Is there a way to run a report from C&P that excludes payments that have been refunded?
    Diane
    Salesforce Administrator
    Bicycle Transportation Alliance
    Portland, OR

  • #2
    Good day!

    You may download the Salesforce report and remove the transactions whose status is Credit or Void.

    Click image for larger version

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    We are currently working on porting the report to the Connect platform and this is a feature included in the new update.

    For now you may download the Salesforce export report and modify the Excel file before uploading.
    Regards,
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