Transaction Report Templates introduce a new way for you to store
1. Navigate to the Transactions Section
Once logged in, locate the Transactions section in the dashboard.
Click on Actions to see various export options.
Click on Reports Hub.
2. Customize Your Report
Select Create a Report Template.
Select Columns to be included in Export
Choose the columns you want to include in your report. This allows you to control the specific data points included.
You can select multiple columns or click on Select All to include all available columns.
Apply filters to limit Transactions from the Export
Apply filters to the rows to see the specific details you need.
Under each filter option, you can further filter the transactions or leave it blank to include all data.
3. Save Your Template
Give your template a descriptive name.
Click Save to store your template for future use.
4. View Saved Template Columns and Filter
Find your template from the Transactions Reports section.
Click on [View Template] under the Template area
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