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Report to show event attendees with standard and custom fields

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  • Report to show event attendees with standard and custom fields

    Client is using latest version of C&P Events. They want a report to show the attendee's name, city and state, and two custom fields (employer and title). How can I make a report to show this?

  • #2
    Good day @DMCheng,

    Our standard report includes all this information. Does that not work for you?

    In the Event we have 3 reports:

    Click image for larger version

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    Does that not work for you?
    Regards,
    Click & Pledge Support Department

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    Comment


    • #3
      No. From original post:

      show ... city and state, and two custom fields (employer and title).

      How do I show those all fields on one list or report?

      Comment


      • #4
        OK I see that the downloaded XLS contains more columns than the display. Please be more specific about actions that need to be taken, since it is not clear that the displayed "report" and the downloaded result are not the same.

        Comment


        • #5
          @DMCheng,

          The problem is the number of custom questions and field maps is not a known quantity and we have no idea how many columns are there from the start. There is absolutely no limit on how many columns are there with each level so we show the minimum identifable information and leave the rest for the download.

          If it is confusing we may have to add a text such as: Complete information may be downloaded by clicking here.

          Any other suggestions to make it clearer?
          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


          • #6
            Good day!

            We will be making the following modification to the layout to make it clearer:

            Click image for larger version

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            The grid lable will include (Summary) and the button label will be changed to "Download Full Report"

            Hopefully this will be more descriptive without any need for more narative.
            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
              Good day @DMCheng,

              A bug was reported earlier this week for emails not being sent to the registrant when the payment method was eCheck. As part of the release we made the requested change to 3.1018 which was released earlier this morning.

              Here is the release note: http://forums.clickandpledge.com/for...release-3-1018

              We recommend upgrading all accounts to this release, especially if eCheck is being used as a payment method.

              Please 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

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