WHY Cant I download YTD total payments received?

NicolasaP
New Community Member

Hi there

 

I am so frustrated! Can anyone help? I just need to download YTD total payments received figures. This is crazy there is no way to do that that i see. Am I missing something?

 

I went to "activity" then "statements" then "custom report" then there are ONLY 3 OPTIONS from dropdown to create a report - "All activity" "Balance effecting" and "Completed payments" (which sounds right BUT isn't it includes all payments made and received)

 

Am I missing something? Should this be this difficult?

 

Thanks for any help 🙂

Nico

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