Transaction details from a report

Lisa Melanson
Lisa Melanson
Second Anniversary Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Is there a way to “drill” down on an account number when running a report to get the transaction details? If not in reports, is it available someplace else?

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Lisa Melanson if you run a report in webview , yes. usually you have to click on the account name, but it opens a new tab in your browser to that account's record and you can drill down further there.

  • Lisa Melanson
    Lisa Melanson
    Second Anniversary Name Dropper Facilitator 1

    @Kevin Brazell is there are way to export the report into excel with the formulas?

    Sometimes we have to make adjustments and it would be nice if the total lines would auto calculate

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