When I ran this Report: C&P Transactions with Contact - Daily ProPay Bank Deposit
one of the transactions (CNP:60252-2012212352458121281) did...
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Deposit Notification or Settlement Report adjustment
Our financial admins are requesting a C&P-generated notification about the $1.50 daily deposit fee.
Currently, Settlement Reports display...Last edited by smarkham; 09-17-2020, 01:34 PM.
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Report Not Downloading
Hello,
I am trying to download a customized report. I click the download button on the needed report, and it redirects to the login screen....
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monthly settlement report that would show transactions subtotaled by batch
I'm looking for a monthly settlement report that would show transactions subtotaled by batch to help match the deposits to our bank account (I understand...
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Reporting: Cannot see Export Button
Hello,
We have been trying to obtain a list of donors for today. When I run, the reports (like I have seen in the tutorials) I do not...
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Permissions needed to run reports on C&P Transactions?
We've installed Click and Pledge in our production instance of Salesforce and would like to be able to give limited access to members of our Finance team...
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Inventory Report
Hello,
We're using a C&P Advanced Checkout Page for our online store. I'm considering using the inventory tracking feature but am wondering...
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Salesforce Report with SKU and Posting Date
We are experiencing a problem trying to pull an accurate report out of Salesforce about Click and Pledge donation data.
First some background...
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Release 6.8: Reporting, Contact Roles, and more
Release Date: January 11, 2013
Version #: 6.8 Release 6.8 may be installed through the AppExchange: [Please read the special note below]...
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Release 3.61- Optional Sending of Donor Receipts and additional Quick Report
Release Date: May 2, 2012
Version #: P.x.20120501.3.061.003.000.000.122
New Feature(s):- Quick Report: Addition of a new consolidated
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Release 1.22: Addition of SKU to line items
Release Date: October 1, 2011
Version #: FaaS.S.20110923.001.022.000.000.019
New Feature:- SKU: Each line item may post an SKU
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Release 3.51.9: Addition of Recurring Payment Info
Release Date: April 28, 2011
New Features:
- Addition of Recurring Number and Next Payment Date to Detailed, Consolidated, and Custom