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Help with creating a revenue report

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  • Help with creating a revenue report

    We have set up an event for collecting registrations and we set up a separate page for selling a cruise raffle and ads for our program. Is there a way I can aggregate all the sales information into one report? Thanks so much!
    Organization ID #21519

  • #2
    Good day!

    Have you downloaded the Event reports? see below:

    Click image for larger version

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    are you looking for another type of report?
    Regards,
    Click & Pledge Support Department

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    • #3
      We have event registrations AND we are selling cruise tickets and tribute ads separate from the event (they are sold as products). The only thing that ties them all together is the campaign ID. I've been able to find the latter transactions in Connect, but it would be nice to run a revenue report for all income sources. Make sense?

      Best,
      DaAnne

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      • #4
        Good day!

        All transactions that post to our API are in Connect. Our reports include all payments regardless of their origin, e.g. Salesforce, carts, 3rd party apps, etc.

        In Connect reports all transactions are present.

        Are you not seeing the event transactions in Connect?
        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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        • #5
          Good day!

          One more point - can you not get the report from the campaign by reporting on the campaign members?
          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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          • #6
            The problem with Connect is that it will only let me see three months of data. I need a report on revenues for the whole year because we get sponsorships throughout the year. The event doesn't happen until 11/7? I just want a report that lists all revenue regardless of payment type or revenue type for the time period I select. Is that possible. I can't seem to find the right report in Salesforce.

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