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

Modified on Tue, 26 Mar 2024 at 12:50 PM

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


                   

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article