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Issue with Report In Salesforce Not Showing Corresponding Opportunity

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  • Issue with Report In Salesforce Not Showing Corresponding Opportunity

    Hi there, I was just on Live Support and was recommended to add a post to the forum about the issue I am having. I have built a joined report in Salesforce which should show a created Opportunity record by C&P for every C&P transaction, but it is not showing even though the filters are not filtering out the record. An order for an example is: 60229-2003012156115592550 and I have granted support access to my account for 1 week to C&P.

  • #2
    Patrick,

    I wasn't able to track down what the issue with why that Opportunity wouldn't show up was, BUT, I did notice when I went to edit the report, that it DID populate that Opportunity in the Preview. That being the case, I think your best option is to open a case with Salesforce Support.

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    Regards, Amanda
    C&P Live Support
    Regards,
    Click & Pledge Support Department

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