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ise-xplus-co-jp
Jul 22, 2024 2:35 AM UTC
Question

Is there a way to output transaction tables by account and by month?

We would like to output sales and outsourcing expenses by client and by month.
We would appreciate your guidance.

1 reply

Rasa-LilaM
Jul 22, 2024 3:46 AM UTC

 Thank you for visiting the Community, ise-xplus.

 

I'm here to help make sure that I can give the best solution to your concerns about sales performance and outsourcing expenses for the client.

 

To provide the best resolution, I have to ask for more details about the issue. Are you specifically referring to the sales and expenses that appear on your Dashboard or a particular transaction list?

 

In the meantime, Explore these resources to find out how to export reports to Excel, customize the dashboard layout, and learn about the modern view in reports:

 

 I'll be on the look out for your response. Have a great rest of the day. 

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