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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
NSC | How to customize Transaction Detail Report to show to a specific transaction type?
Scenario:
The Transaction detail report lists all transactions in a specific time period. This can be helpful in listing transactions for reporting. Users may sometimes need to generate a list of transactions in a given period. Here's how you can filter a particular type of transaction in the report:
Solution:
1.) Navigate to Reports > Financial > Transaction Detail
2.) Click Customize
3.) Go to Filters section
4.) Add Fields: Transactions folder > Select Transaction Type
Then select an type
5.) Click Show in Filter Section
6.) Rename and Save your report
Result:
In the filter section, you should be able to view the filter transaction type and can also specify it in the filter section.
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