Velocity Report - Internal | Scribe

    Velocity Report - Internal

    • Malmi Senaweera |
    • 27 steps |
    • 2 minutes
    1
    Navigate to [https://smartpay.profitstars.com/sts/Account/Login?ReturnUrl=%2fsts%2fissue%2fwsfed%3fwa%3dwsignin1.0%26wtrealm%3dhttps%253a%252f%252fsmartpay.profitstars.com%252fmanager%26wctx%3drm%253d0%2526id%253dpassive%2526ru%253d%25252fmanager%26wct%3d2021-02-03T20%253a46%253a07Z%26appId%3d3%26brandId%3d&wa=wsignin1.0&wtrealm=https%3a%2f%2fsmartpay.profitstars.com%2fmanager&wctx=rm%3d0%26id%3dpassive%26ru%3d%252fmanager&wct=2021-02-03T20%3a46%3a07Z&appId=3&brandId=](https://smartpay.profitstars.com/sts/Account/Login?ReturnUrl=%2fsts%2fissue%2fwsfed%3fwa%3dwsignin1.0%26wtrealm%3dhttps%253a%252f%252fsmartpay.profitstars.com%252fmanager%26wctx%3drm%253d0%2526id%253dpassive%2526ru%253d%25252fmanager%26wct%3d2021-02-03T20%253a46%253a07Z%26appId%3d3%26brandId%3d&wa=wsignin1.0&wtrealm=https%3a%2f%2fsmartpay.profitstars.com%2fmanager&wctx=rm%3d0%26id%3dpassive%26ru%3d%252fmanager&wct=2021-02-03T20%3a46%3a07Z&appId=3&brandId=)
    2
    Click the "Company" field.
    3
    Type "FTSiDonate"
    4
    Click "Log In"
    5
    Click "Manage Partner"
    6
    Click "Velocity Exceptions"
    7
    Click here to select all organizations.
    8
    Click here and update to the day after the last report was pulled. (ex. last report is VR 8.10.22, update date to 8.11 to present day).
    9
    Click "Run Report"
    10
    Click this button to export report.
    11
    Click "Excel"
    12
    When the Excel file downloads: Save As current date Delete duplicate donations Highlight which amounts need to be increased
    13
    Go to Copilot. Click "Customers"
    14
    Double-click the "Search" field.
    15
    Press [[cmd]] + [[v]]
    16
    Click the organizations name.
    17
    Click "Tickets"
    18
    Click "Create Ticket"
    19
    Click the "What type of ticket are you looking for?" field.
    20
    Click "Onboarding"