bcurtis Posted August 6, 2018 Share Posted August 6, 2018 We're looking for a quote on creating a custom export report. Source code is a must as the report may need to be modified in the future. This report is a modification of the Transaction Export report. The export report should default to reporting on the previous month of credit card transactions (first to last day of the PREVIOUS month), however variable date range search is also necessary. Required output data columns are as follows: Date, Client Name, Company Name, Client State, Invoice ID, Amount In, Fees, Amount Out, Tax Exempt The fields Client Name, Company Name, Client State, Tax Exempt, should be pulled from the client profile. The Tax Exempt status should be a simple Y/N letter (0/1 would work as well) -- need to be able to sort on this field after importing data into a spreadsheet. I've tried to modify the existing transaction export report, but I could not get the company name, state, or tax exempt status to output (resulting report was always empty if these fields were included in the search). Attached is a screenshot what I ended up with (just need the missing fields I mentioned). Thanks, Brian 0 Quote Link to comment Share on other sites More sharing options...
wsa Posted August 6, 2018 Share Posted August 6, 2018 If you still need help or develop one for you please contact us here for custom WHMCS Development 0 Quote Link to comment Share on other sites More sharing options...
WGS Posted August 7, 2018 Share Posted August 7, 2018 Hi, if you are sill looking out for a solutions, get in touch with our WHMCS Custom Development team. 0 Quote Link to comment Share on other sites More sharing options...
bcurtis Posted August 7, 2018 Author Share Posted August 7, 2018 Greetings, Many thanks to all who responded. I have found someone to complete this project for us. Brian 0 Quote Link to comment Share on other sites More sharing options...
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