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L
letty-pmc
March 10, 2020
Question

When attempting to run the "Transaction List by Date Report" the directions are difficult to follow. Are these directions for the Online version?

  • March 10, 2020
  • 1 reply
  • 0 views
I don't see the 'For group by' drop down to select "Vendor"

1 reply

AlexV
AlexV
March 10, 2020

Let me show you how to sort the Transaction List by Date report, letty-pmc.

 

If you're able to pull the Transaction List by Date report, you can see the Group by drop-down below the dates. From there, you can select the Vendor. You can refer to the screenshot I attached.

 

You can also use the Transaction List by Vendor report if your purpose is to see the transactions by vendor. You can search and pull up the said report on the Reports tab.

 

I have some of the articles you can read for additional resources about reports:

Leave a comment if you have other clarifications. Have a wonderful day!

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