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  • Attendee information report not populating

    One of my events, Power Through Choices Virtual - Aug 2020, the link to the attendee report is blank. We have 15 people registered but they are not showing up in the report.

  • #2
    Good day @Allison

    Are you referring to Dashboard reports in Event Management or Salesforce reports? Would you please grant us login access to your instance so that we can review it?

    Looking forward to hearing back from you.
    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/
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    • #3
      The dashboard report in Event Management. I've granted access. My org ID is 00DG0000000h7RM. Thanks!

      Comment


      • #4
        Good day @Allison

        We reviewed the event and it looks like you have changed the status of the Attendees to "Invoice Paid". It should be Authorized or Credit. Please note that you see those all in the report if the status of the Attendees is Authorized.
        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
          Thanks, do you have a suggestion of where else I can change the status? We use invoicing as an option as we work with a lot of government agencies that do not have credit cards for their staff to use. Out accounting team needs a way to differentiate between those who have paid by credit card and those who still owe a balance within Salesforce.

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          • #6
            Good Day @Allison

            Please follow these steps:
            1. Open the Event in Standard Layout Object
            2. Select the Event registered Attendees
            3. Open each Attendee Details page and change the status to Authorized.
            If you find difficult to do this, please grant us access so that we will do it for you.
            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

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