Chargent Reporting

Your Chargent data in Salesforce is essential to your business. Reporting can provide important decision-making analytics, help you reconcile transaction records with your gateway, ensure you collect all earned revenue, and provide a trail for outstanding payments. You can easily use our out-of-the-box reports included when installing Chargent or create custom reports that fit your specific requirements.

This document covers reporting and analytics using Salesforce Lightning. You can access the reports and dashboards in Salesforce Classic, but we recommend using Salesforce Lightning to get the most out of your Chargent analytics. This help topic assumes a basic knowledge of reports and dashboards in Salesforce. If you are unfamiliar with Salesforce reports and dashboards, check out Explore Lightning Experience Reports & Dashboards on Salesforce’s Trailhead platform. 

Before You Begin #

Add the Reports tab to the Chargent app to view the reports installed with Chargent easily. For instructions, see Add Tabs to an App’s Navigation Menu.

Installed Chargent Reports #

Chargent’s installation includes multiple reports in report folders starting with “Chargent…” so you can hit the ground running. See Installed Chargent Reports for more information.

Creating Custom Reports #

You can easily customize Chargent’s reports to meet your business requirements. See Creating Custom Reports for instructions.

Creating Report Groupings

Report groupings allow you to display data based on a common attribute, such as Payment Status. See Grouping Rows by Field for instructions on making report groupings.

Creating Report Filters

Report filters limit the data displayed so that you can easily find what you want. For instructions, see Creating Report Filters.

Subscribing To Reports #

One of Salesforce’s most notable features is the capability to subscribe to different reports. You can select which report you want emailed to you, on what days of the week, and at what time. To subscribe to a report, see Subscribe to Reports in Lightning Experience.

Adding Reports To The Navigation Bar #

Adding reports to your Navigation Bar can help you access the reports you need when you need them. For instructions on adding reports to this feature, see Personalize the Navigation Bar in Lightning Experience in Salesforce.

Pro Tip: You can also use this feature to rearrange the tabs in your Navigation Bar. 

Adding Reports To Salesforce Favorites #

If you have too many tabs in your Navigation Bar yet still want quick access to certain reports, you can add them to your Favorites list. When viewing a report, click the star icon at the top right to add it to your favorites list.

1. Navigate to the Reports tab.
2. Click the Star option to add the Reports to your Favorites.

To access it, click the down arrow to the right of the star icon and select “Reports: from your Favorites list.

Video #

If you’re a visual learner, like many of us here at Chargent, we’ve included a helpful video that provides an overview of Salesforce Reports as they apply to Chargent.

See Also

Run A Report in Salesforce
Set Up a Custom Report Type
Installed Chargent Reports
Creating Custom Reports