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This article will explain how to access reports and export them to excel. Finding, viewing, and downloading reports from the dashboard (Video) |
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You can access reports via the |
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Or by the App Launcher |
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Or by the Dashboard (you may have to scroll down the dashboard). |
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AIA Net Revenue Minus Refunds Report Documentation
Jira Ticket
Objects Used (with Fields Used)
- Sales Orders
- Contact: Full Name
- 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
- The current report above is located in the "Ann reports" folder. Presently, there is no specific event being filtered.
Test Scenario
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- 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)
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- 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
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