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  • Creating a report in salesforce from CnP

    Good Evening,

    Access granted.
    Salesforce.com Organization ID is 00DG0000000C8E3,

    I need assistance in creating a report, on both Transaction and Opportunities in one report.


    Thanks for your help!

  • #2
    Good day @hima bindu

    Per your request we have created a report on Opportunity with C&P Transaction: https://na23.salesforce.com/00O160000074ebw

    Please check and let us know if we can be of any further assistance.
    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
      Thanks,I need some details, other than the link provided,how do go to this report in salesforce to view it and work around or CnP?
      I appreciate your assistance.

      Comment


      • #4
        Good day @hima bindu

        Please login to your Salesforce instance and then copy the above link and paste on the same browser and you will see the report. However, you may locate the above report on the following location:

        Login to https://login.salesforce.com >> click on "Reports" tab > here you will see the above report listed with the name: "Opportunity with C&P Transaction"

        Hope that helps. Let us know if we can be of any further assistance.
        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


        • #5
          Good day,

          Thanks for you support, I didn't find it in "Reports" tab>listed report is not available ,looked in CnP paas report Folder too but not available.

          Comment


          • #6
            Good day @hima bindu

            Strange! We can see the above report in your instance:

            Click image for larger version

Name:	Report Created.jpg
Views:	7
Size:	106.4 KB
ID:	28073

            Please check and let us know if we can of any further assistance.
            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


            • #7
              Hi C&P Support,

              Sorry to trouble you ,please consider me . That report is the one I copied to Unfiled Public folder from the link you provided.
              I'm just wondering if I missed any step to find the report created by CnP Support in another specific folder.The reason for asking is to know details of this custom report type and the source of the report is located.

              Thank you for your valuable time and response.

              Comment


              • #8
                Good day @hima bindu

                Based on your first post i.e "I need assistance in creating a report, on both Transaction and Opportunities in one report." We have created the report with the name "Opportunity with C&P Transaction".

                I maybe not following you correctly but if you please elaborate me what kind of report you are expecting us to create for you, we will gladly help you.


                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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