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주제#Campaign Influence Models

#Campaign Influence Models토론 중인 항목 2개

Hannah Guttman 님이 #Campaign Influence에 질문했습니다
10월 21일 오후 8:13
how can i add payment page fields into a custom report?

Hi everyone,  

 

I'm trying to pull direct and influenced donations in a campaign hierarchy. I built the report for

all time, but i also need to narrow the report down to a specific timeframe (Q1, Q2, etc). The report type i made for all time is called "Campaigns with Influenced Donations (Customizable Campaign Influence)". I need to copy the report i made to include payment page fields but i don't see this available and I don't know if i have the ability to make this myself. 

 

 

#Campaign Influence  #NPSP  #NPSP Admins  #Campaign Influence Models  #Reports & Dashboards  #Reporting  #Reports  #Custom Fields

답변 1개
  1. Lilton Gover (Techbridge Solutions)
    10월 29일 오후 6:51

    Hi Hannah, I'd check whether the payment page fields are on an object related to your donations. If they are, you may be able to add them through a custom report type, though not every relationship is supported. For Q1/Q2 reporting, I'd also filter by the donation or payment date rather than the campaign date.

Jennifer Gross (Slalom Consultant) 님이 Nonprofit Hub에 글을 올렸습니다
2020년 4월 16일 오후 9:39

Can you use Campaign Influence Models in the Non-Profit Success Pack? The "Model Settings" menu option is completely missing in the Campaign Influence area of setup. 

댓글 2개
  1. Jennifer Gross (Slalom)
    2020년 4월 16일 오후 11:55
    yes, I've enabled Campaign Influences but cannot define a Campaign Influence Model. This is required for full functionality and the Model Settings menu item is where you do that. I have full admin rights.