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Help with creating a revenue report

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  • smoadmin
    replied
    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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  • CnP.Support
    replied
    Good day!

    One more point - can you not get the report from the campaign by reporting on the campaign members?

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  • CnP.Support
    replied
    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?

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  • smoadmin
    replied
    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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  • CnP.Support
    replied
    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?

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  • smoadmin
    started a topic Help with creating a revenue report

    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
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