Trouble-shul-ing Tips & Tricks
Pre-Built Reports Edition
- PDF - Trouble-shul-ing Tips & Tricks: Pre-Built Reports Edition
- Need a report of people who DO NOT have a certain quality “X”?
- Too many Saved Reports to sift through?
- Can’t find the right report for your needs?
- Looking for specific account data in your report?
- Finding some data is missing from your saved report?
Payments & Charges Edition
- Wondering why your ACH payment is getting charged a fee?
- Is your payments not showing the correct number of installments?
- Payment missing from a tax letter?
- Need to cancel a recurring payment plan or switch the payment method?
- Need to know which payment method was used?
- Looking for a specific transaction?
Accounts & People Edition
- Can’t save a change to account or person?
- Want a child who has their own account to show on their parents’ account too?
- Need to collect new data about people or accounts?
- Looking for a list of people or accounts with certain attributes?
- Constantly leaving your admin email in other profiles?
- Are you being logged in as someone else besides yourself?