Campaign Name not showing in Reports

[michaelc]

Good Day,

I've created Custom Reports in the Connect Click&Pledge browser module. ("May 2016 Event Transactions") I've added the Connect Campaign field to the report in order to determine the Event the transaction occurred. When I run the report, that field is blank. When I go the Transactions tab and view the data there, Campaigns are displayed. If I could export the View from the Transaction page, it would suffice- but I know that's' not an available option.

Can you please direct me as to how to display Campaigns in Reports? My Org ID is 00D1a000000ZcBb. I granted access.

[michaelc]

Can someone please review this post? This is a major issue with my Finance department and reconciliations. Thanks.

[CnP.Support]

Good day!

Sorry for the delay - this was not missed but was being worked on as discussed below.

The Connect campaign is NOT the transaction campaign as that is only for the Connect Campaigns. What you are looking for is Transaction Campaign which WAS not available at the time you posted this question. Our team reviewed your post and determined that the information is not in the list of report fields so it was added and the system was updated late last night. It was added & was under test prior to last night.

Please see:



The Transaction campaign will show what you are looking for.

Please let us know if we can be of more assistance.

[michaelc]

Thanks for reviewing. Yes- where do I access this information? I'm logged into the Connect Click&Pledge website where I was running my reports previuosly: https://login.connect.clickandpledge.com/loggedIn
There's no links under Transactions. Can you redirect me? Thanks.

[CnP.Support]

Good day!

Please go to REPORT tab.



The Transaction is for reviewing, editing, credit, etc. and not reporting.

Hope that helps.

[michaelc]

Got it, thanks. I went there first but overlooked it. Was there a another release recently? If so, can you update my Org? My Salesforce org is: 00D1a000000ZcBb

Thanks!

[CnP.Support]

Good day!

No updates have been released for Salesforce. The update is due out tomorrow.

To be in the queue please submit your request in this Channel: Salesforce Upgrade Assistance >> https://forums.clickandpledge.com/fo...ade-assistance

Earlier today we also posted this information to the Salesforce HUB at: https://powerofus.force.com/_ui/core...D58000002kjoP5

Please let us know if we can be of more assistance.