General

Task #4008

closed

Transaction CVS report

Added by John Zastoupil about 1 month ago. Updated 22 days ago.

Status:
Closed (Resolved)
Priority:
Low
Author:
John Zastoupil
Milestone:
-
Start date:
Oct 06, 2026
Due date:
% Done:

100%

Estimated time:
2:00 h
Time log:

Description

Report showing square transaction id 


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Updated by John Zastoupil about 1 month ago

Please create a monthly Salesforce donation report that includes transaction details; transaction ID, date, name, campaign name, gross amount, fee, net amount, and put this report in the Accounting folder.

 

When the Development department creates a new campaign, do they have to check a box if that campaign is restricted or unrestricted? If yes, I would like this column included in the requested report too. Some specific campaigns are not restricted. This specific info will be very helpful.

Updated by Anonymous 22 days ago

Report completed

Actions #3

Updated by Kathy Zastoupil 22 days ago

  • Status changed from Assigned to Closed (Resolved)
  • % Done changed from 0 to 100

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