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Oct 5, 2023 1:46 PM UTC
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Can I generate a report based on the memo line

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Candice C
Candice CAnswer
Oct 5, 2023 3:39 PM UTC

Hey there, @bruce06426. 

 

It's great to see you back in the Community! 

 

This type of feature could be beneficial to businesses like yours. However, there isn't a way to generate a report by memo line. 

 

Review this guide to help you in the future with reports: Customize reports. 

 

I hope this helps answer your question. If you have any other questions, don't hesitate to ask. Have a wonderful day! 

2 replies

Candice C
Candice CAnswer
Oct 5, 2023 3:39 PM UTC

Hey there, @bruce06426. 

 

It's great to see you back in the Community! 

 

This type of feature could be beneficial to businesses like yours. However, there isn't a way to generate a report by memo line. 

 

Review this guide to help you in the future with reports: Customize reports. 

 

I hope this helps answer your question. If you have any other questions, don't hesitate to ask. Have a wonderful day! 

Oct 7, 2023 4:04 PM UTC

Actually, I exported the drill down report to Excel and used the filters there to extract what I needed. 
thank you