Action Required: Mandatory Salesforce Sites security configuration update

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How do I report on custom fields added, for example dietary requirements?

You will need to create a new report. The Report Type that you use will depend on the "Event Type" selected on the Payment Form.

  • If the Event Type is Tickets Only, then use "Payment Txn's" as your report type.
  • If the Event Type is NOT Tickets Only, then use "Payment Txn's with Payment Items"

You would most likely want to add the following filters:

  • Where Campaign Name equals your campaign
  • Banked Payment equals YES

Updated at July 27th, 2024

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