Detailed Activity Reports

DavidM90
Contributor
Contributor

Is there any way to create a report that shows me all of the activity for a date range with all of the details of each transaction?

 

Do I have to open each activity and print details individually to get that information or is there another (better) way?

 

Thanks 🙂

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2 REPLIES 2

sharpiemarker
Esteemed Advisor
Esteemed Advisor

@DavidM90 

 

Activity > Statements > Custom > Activity Download

Select Transaction type, date range, customize report fields, and report format.


Kudos & Solved are greatly appreciated. 🙂
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DavidM90
Contributor
Contributor

Thank you for the response.

Is there a different version of the Activity reports?

I do not have the choice for 'customize report fields'

 

 

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