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M
mmete
February 12, 2024
Question

Customized Sales by Customer Detail Report

  • February 12, 2024
  • 1 reply
  • 0 views

When creating a customized report with the base of the report being Sales by Customer Detail, the report is downloading the line by line item detail along with the Total of the invoice, thereby doubling my revenue line.  I want to exclude the Total line from my report.

1 reply

BigRedConsulting
BigRedConsulting
February 12, 2024

If you're using the new style report, remove the grouping.  (That can't be done on the Class style version of the report.)

M
mmeteAuthor
February 12, 2024

thanks for the insight.  I originally built the report in the classic view and as you stated, I could not remove the grouping.  I simply recreated the custom report in the new 'modern' view and it worked.

 

Thanks again!

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