Overview

This article explains the recommended report to use when an item is created using a catalog permission form.


For an item created using a permission form, the recommended report is the Permission Report.


Before you begin


  • Use the Permission Report when an item is created using a catalog permission form.
  • When running the report, select the item, set Show to All, and set Sort by to Student Name.


Run the Permission Report

  1. Open the Permission Report.
  2. Select the item created using the permission form.
  3. Set Show to All.
  4. Set Sort by to Student Name.
  5. Run the report.

What the report shows

  • Selecting Show = All displays Payments, Refunds, Rejected (Owing), and Outstanding (Owing).
  • The report shows the Permission Contact, which is the purchaser’s name.
  • The report shows the purchaser’s relationship to the student.
  • The report shows whether the purchaser agreed to volunteer.

Outcome

You can use the Permission Report as the recommended report for an item created with a catalog permission form and view payment status, purchaser information, relationship to the student, and volunteer agreement details.


Troubleshooting

  • You are not sure which report to use for an item with a permission form - Use the Permission Report.
  • You do not see all item statuses - Set Show to All.
  • The report is not grouped as expected - Set Sort by to Student Name.
  • You need purchaser details from the permission form - Review the Permission Contact, relationship to the student, and volunteer information in the report.