1. Navigate
to Reports > Financial > Transaction Detail > Customize.
2. On the Edit
Columns section, add a column for Item Name
(Transaction folder > Item sub-folder > Name) and
move it to the left-most side to make it the first column.
3. Check
the Group box.
4. Move the Entity
Name column next to the Item Name column and check the Group with
Previous Column box.
5. Add a column for
Transaction Status Description (Transaction folder > Transaction Status
sub-folder > Description), move it next to the Type column and check the
Group with Previous Column box.
6. Remove the
unnecessary columns such as account, split, etc.
7. On
the Filters section, add a filter for Transaction Type > Long
Name, and set it to Sales Order, Invoice and Estimate.
8. Add another filter
for Item Name (Transaction folder > Item sub-folder > Name) and
set it to Not Empty.
9. Save.
0 comments:
Post a Comment