Constituent is incorrect on Total Revenue and Payments Report

When running the Total Revenue and Payment Report you may notice that the Constituent name on the report is incorrect.
  1. From the original order select Change Patron on Order under tasks.
  2. Clear the Patron and click the search icon.
  3. Search for the correct Patron and click Save.
  4. Re-run the report and the correct Patron will be listed on the order and refund.


Steps to Duplicate

  1. In Revenue select the Total Revenue and Payments Report.
  2. Change the report type from summary to detail and click view report.
  3. Notice that on an order the refund shows with the incorrect constituent name but the original order has the correct name.


 Altru Arts & Cultural

Was this article helpful?