What reports does Chargent install automatically?
Chargent installs a reports folder called Chargent Reports (Installed Package: Chargent Orders)
In this folder you will find the following reports:
- All Transactions by Month
- All Transactions Last 90 days
- Payment Errors (All Time)
- Payment Errors from Yesterday
- Reconciliation Report - Last Month
- Transactions by Gateway
You can create new reports based on standard Salesforce custom report creation using various objects including Chargent Orders and Transactions objects.
To locate these reports click on the App Launcher on the top left side and select Reports. Under Folders select All Folders. Click on Chargent Reports.
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