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Knowledge and Support - Adaptive Insights

How To Report On Transactions

Question

How do I create Report to show Transactions?

Answer

To create a Transactions Report, take the following steps:

1. Go to Reports > New Report

2. Select Transactions

3. Drag the desired Transactions Fields from the list of fields (left) to the builder (right)

4. Click on the Filter (funnel) icon in the tool bar

5. Add any necessary filters on any Transaction field >  Click OK 


6. Right click on any field on the builder to rename or format the column

        • The Amount and Number columns have a Show Total Options
        • Dates columns can have a specific format applied

7. Click on the Report Properties icon to select an Output type (default is HTML)

8. Save and Run the Report

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