Cancelled/Lost Reports Billing
Investigating
- Account name: Coca-Cola Company Headquarters
- Region: US
- Client version (Enterprise): 24.4_2025032601
- Description of the issue:
- The Cancelled/Lost Business report shows charges on the report on both an event that was cancelled or cancelled with charges
- The customer is wanting the report for billing purposes to show $0 on events that are just cancelled while events that are cancelled with charges to show the amounts
- I am pretty sure this report wasn't created for billing purposes and will always show the amounts of the orders - but wanted to verify this is correct
- Also, what is our recommended practice for events that are cancelled with charges and how to bill those? Is there a better standard report that will pull amounts based on if the event was cancelled or cancelled with charges?
- What you've already tried or suggested. Why does this not work? N/A
- Business impact if not resolved: Unable to get accurate billing totals on events using this report
- Links to articles where you've looked for solutions and also other steps you've taken to research the issue:
- https://supportcenter.ungerboeck.com/hc/en-us/articles/217993998-View-or-Report-on-Cancelled-or-Lost-Event-Opportunities
- https://supportcenter.ungerboeck.com/hc/en-us/articles/204552058-Event-Cancellation-Reasons
- https://supportcenter.ungerboeck.com/hc/en-us/articles/204563608-Cancel-an-Event-or-Restore-a-Cancelled-Lost-Event
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Tagging Justin Wittrock on this question as I know he worked on reports for Coca-Cola
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Samuel Davidson can you ping me and share the ticket number, want to get some more information on what they are seeing. This is a standard report, that no had no changes made to it throughout the project. But happy to take a look at what they are seeing and make a recommendation
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