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Reporting

Topics on Reporting

Distinguishing between a donation processed on a web form vs an internal form

On the Payment Txn Object there is a picklist field called "Submitted by User Typ ...

On the Payment Txn Object there is a picklist field called "Submitted by User Type". The following values represent:

  • Guest - Online / public facing form
  • Standard - Internal/logged in Salesforce user

The other picklist values are currently not being assigned.