Pulling a Transaction Count

Does anyone have any ideas on how to pull a transaction count by project for a certain time period?

We use this as an allocation basis and our previous system had an easy report that we could pull to get this information. We are having a difficult time figuring out how to get the equivalent in FE.

Comments

  • We typically pull a query and then export to Excel. From here you can use a formula to count your transactions.

    Hope this helps!

  • I agree with Beckie. Run a query, export to Excel and create a pivot table. Pivot tables can filter on amounts or counts. Just keep adding transactions to the data tab in the spreadsheet each month.

Categories