Report Request: C&P Pledges made and won

[wtben]

Is it possible to build a custom report that shows C&P pledges made together with those fulfilled? I'm looking for something a little more integrated than a Joined Report.

[CnP.Support.AM]

Good day!

Sorry, as of now we don't have that report in C&P but I will forward this to our developers to see if they can include it in upcoming releases.

Thanks,

[CnP.Support.AM]

Good day!

We can create the above report for you as the release may take a couple of weeks so in the mean time if you would like us to create the report please grant us login access and share the Org ID.

Thanks,

[wtben]

Glad you were able to create this report. Sorry I never got back to you. I am cool to create this report on my own. Can you let me know the report type to use?

[CnP.Support.AM]

Good day @wtben

You may use the C&P Pledge with Account or C&P Pledge with Contact object to accomplish your requirement.

Hope that helps.