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Pulling a Transaction Count

Kelsey Emerick

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.

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Comments

Beckie Osterman

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

Hope this helps!

Thomas Swanson

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.

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