Jump to content

Custom export report request


Recommended Posts

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

Screenshot-2018-08-06-16.06.15.png

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

  • Recently Browsing   0 members

    • No registered users viewing this page.
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use & Guidelines and understand your posts will initially be pre-moderated