Open Forum

Good morning,

i am new to cvent and don't have much experience with the system. I need to create a report for an open/active event, that would capture all of the refunds processed. Is there a way so capture such information?

#Reporting

------------------------------
Karina Sandoval
Membership Manager
Transportation Intermediaries AssociationUnited States
------------------------------

Hi Karina, I think the Transaction Distribution Details report will get you what you are looking for! However, to get just refunds, you may want to pare it down a little:

1. Run the report, then click the three ellipses in the upper right and select 'Edit'
2. Click on the 'Groupings' header and delete all the groupings, then click 'Update'
3. Go to the 'Filters' button on the far right and click; scroll down to 'Transaction Type' and select 'Online Refund' and 'Offline Refund' (if you had offline refunds), then click 'Apply'

You should be left with just a list of the refunds that were made that you can save and/or export.

Hope that helps!

------------------------------
Tori Martinez
Event Technology Specialist
Direct Travel
United States

Original Message:
Sent: 01-03-2024 10:37
From: Karina Sandoval
Subject: Creating a report

Good morning,

i am new to cvent and don't have much experience with the system. I need to create a report for an open/active event, that would capture all of the refunds processed. Is there a way so capture such information?

#Reporting

------------------------------
Karina Sandoval
Membership Manager
Transportation Intermediaries AssociationUnited States
------------------------------

great, thank you! just one last question, when i click on apply changes will it override the transaction report, i don't want to save or override it?

Hi Karina, I think the Transaction Distribution Details report will get you what you are looking for! However, to get just refunds, you may want to pare it down a little:

1. Run the report, then click the three ellipses in the upper right and select 'Edit'
2. Click on the 'Groupings' header and delete all the groupings, then click 'Update'
3. Go to the 'Filters' button on the far right and click; scroll down to 'Transaction Type' and select 'Online Refund' and 'Offline Refund' (if you had offline refunds), then click 'Apply'

You should be left with just a list of the refunds that were made that you can save and/or export.

Hope that helps!

------------------------------
Tori Martinez
Event Technology Specialist
Direct Travel
United States

Original Message:
Sent: 01-03-2024 10:37
From: Karina Sandoval
Subject: Creating a report

Good morning,

i am new to cvent and don't have much experience with the system. I need to create a report for an open/active event, that would capture all of the refunds processed. Is there a way so capture such information?

#Reporting

------------------------------
Karina Sandoval
Membership Manager
Transportation Intermediaries AssociationUnited States
------------------------------