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August 16, 2025
Question

How do I run reports on tagged transactions?

  • August 16, 2025
  • 1 reply
  • 13 views
No text available

1 reply

Moderator
August 16, 2025

I'd be glad to guide you in running a report on tagged transactions, Rhatchett.

 

To begin, follow these steps:

 

  1. Click the Reports menu.
  2. In the report search field, enter Transaction List by Tag Group.
  3. Click the Customize button.
  4. Choose a specific Report period.

  5. In the Group by dropdown, select the name of the tag group.
  6. Click Change columns and tick all the other tags you created.
  7. Select Run report.

 

If you have other questions, feel free to add a reply.