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Replying to:
ZackE
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Thanks for becoming part of the Community, FDH1.

 

You can run existing reports, then customize them as necessary from your Modify Report window. One that may work for this situation could be the Transaction Detail report.

 

Here's how to run and customize it:

  1. In your top menu bar, go to Reports.
  2. Click Custom Reports.
  3. Choose a report, such as Transaction Detail.
  4. From the Report window, hit Customize Report.
  5. On your Modify Report screen, access each tab and make the necessary changes.
    • Your Display tab determines which information is displayed in a report. 
    • The Filters tab allows you to limit data to specific criteria.
    • Your Header/Footer tab has abilities to modify information that appears at the top and bottom parts of a report.
    • The Fonts & Numbers tab lets you collapse columns related to jobs or classes.
  6. When you're finished, select OK.

 

If you'd like to customize a report further, you can also export it as an Excel workbook. These files can be opened and edited in Excel.

 

I've additionally included a detailed resource about customizing reports which may come in handy moving forward: Customize reports

 

Please feel welcome to send a reply if there's any questions. Have an awesome day!

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