Detailed Transaction Report with a Date Range

SUGGESTED

I have designed a report that allows me to get the detailed transaction per account or for all accounts in one row of an excel spreadsheet, i.e. account number, account description, Fiscal year, Period, doc date, source, source type, posting sequence, batch entry, description, reference and posted amount, which makes it very easy to use in a spreadsheet, see below



However, I can't work out how to get the option to define a range of periods. You can do this when you use the standard Crystel Report, see below.

Whereas on my report, I can only choose one period, see below.

Can anyone tell me what I need to do to get a range of periods?  

Thanking you very much in advance for any assistance you can offer.

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  • 0

    Have you tried using Sage Intelligence, rather than FR Reporter? Sage Intelligence comes with a default report under the Financials folder called General Ledger Transaction Details. You can run this report for a period range and adjust the pivot table to display the fields AccountNo_Name, Year, Period, Date, SrceType, PostingSeq, BatchNo, CntDetail (Entry#), Description, Reference, Debit, Credit. You can also bring in the SrceLedger field (it would display as categories AP, AR, GL, etc.), but you would have to have the connector license for that. SrcLedger would equate to your 6th column, which you called Source.

  • 0 in reply to Gabriela Yates

    We don't have Sage intelligence :-(

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