Announcement

Collapse

Information Needed

See more
See less

Recurring Transactions canceled but still showing in active report

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Recurring Transactions canceled but still showing in active report

    Hi,
    I have two recurring transactions that show canceled when I click the individual records, but they still show in the "C&P Recurrings / Recurring Transactions - Active" Chart and not in the "Canceled Recurrings" Chart. I've tried re-posting the canceled transactions to Salesforce from Connect and they still show up.

    These are the two recurring IDs:
    • 649268
    • 681512
    Please advise how to fix this... also if I need an upgrade, please do so
    Thanks so much.

    ​Salesforce ID: 00Df2000001Mi48
    I have granted 1-week access

  • #2
    Good day @Monique

    May I know the report name and where you are looking into it?
    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
      This is the report
      Attached Files

      Comment


      • #4
        Good day @Monique

        We have added the filter "if canceled = false" and it is not showing the Canceled recurring.

        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


        • #5
          ah! simple fix... thanks so much!!

          Comment

          Working...
          X