Cvent Beginners User Group

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  • 1.  Report help

    Posted 05-20-2024 19:02

    Hi all! I'm trying to run a report that captures all registration fees collected, that also shows how much we collected in credit card fees. Is there one that you recommend that will help us see that easily? thanks!

    Naviere Walkewicz
    United States Air Force Academy Association of GraduatesUnited States

  • 2.  RE: Report help

    Posted 05-21-2024 09:28

    Hi Naviere - 

    If you are in the event and you go to the Report Templates and scroll down to the Finance section, you can start with the Transaction Details report which will include an overview chart.  

    If you need additional details or may need to pull additional fields in (that are not part of the default fields in the template), you can also try running the Order and Transaction Details or Transaction Details by Registrant, and that should hopefully get you what you need.

    Hope this helps!

    Becky Yousif
    Senior Administrator - Event Technology