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9.  With the Report open in Excel.  Use excel to edit, print and save the data be accessed again.

AIA Net Revenue Minus Refunds Report Documentation

Jira Ticket

• https://transform.aia.org/jira/browse/FON-883

Objects Used (with Fields Used)

• Sales Orders
• Contact: Full Name
• Email
• Contact: Phone
• Contact: Firm
• Sales Order #
• Total
• Refund Amount
• Net Total
• Event Registrations
• Event: Event Name
• Receipts
• Type
• Total

Features Used

• Spark Admin - Rollup Summary Fields
• OrderApi__Sales_Order__c (Refund_
• Used to create a SUM of the Total of all Receipts that are of the “Refund” Type for a Sales Order. 
• It then presents the refund amount on the “Refund Amount” field for the Sales Order object.
• This was done to easily present the refund amount for all receipts per Sales Order and be able to easily report on it.

Report

•  Link
• https://aia–aiafull.lightning.force.com/lightning/r/Report/00O0r000000JjqeEAC/view
• The current report above is located in the "Ann reports" folder. Presently, there is no specific event being filtered.

Test Scenario

•  Create a report of the type Sales Orders and Event Registrations.
•  Add the following Fields:
• Group Rows: 
• Event: Event Name (from the Event Registrations Object)
• Sales Order #
• Total (from Sales Order Object)
• Refund Amount (from Sales Order Object)
• Net Total (from Sales Order Object)
• Add the following Filters:
• Under "Show Me": select "All Sales Orders
• Under the second "Date" filter provided, select Created Date (Sales Order Object) and "All Time"
• Add a Cross-Filter that shows Sales Orders with Receipts
• As an output you should expect to see:
•  All Sales Orders which have Receipts records, grouped by a specific Event, including the Totals for Sales Orders, Refund Amounts for Sales Orders, and Net Total (Payments - Refunds) for each Sales Order.