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


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