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?
@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.
@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
