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How to use reports to run a transaction report for export for portfolio or tenancy level

Due to the large volume of data, these reports filter prior to running the report to avoid the report trying to load 1000`s transactions and slowing things up.

Step 1

Go to financials>transactions export list report

  1. Choose CSV as report destination
  2. Apply group the transactions apply to
  3. Define transaction type as all or select a type/s
  4. Apply a date range
  5. etc

 

 

 

 

 

 

 

 

 

 

 

 

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