GL activity not grouped by GL

Paula Krohn
Paula Krohn
Sixth Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Does anyone know if there is a way to run the GL activity report where the GL account is listed on each line instead of at the beginning of each grouping?

I run several reports with multiple GLs and then need to sort them by descriptions or dates. But unless I insert a new column and manually entering the GL on each line, I lose that data when I go to sort.

Instead of it printing like this:

6c3d739e0a66bfc1004740b01ee2cf76-huge-im

I need it to print like this:

b2a71b7d130e52690ceac3d0589bef45-huge-im

Comments

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

    @Paula Krohn
    not using the GL report. It's template is designed to put the account at the top then all the linked activity nested beneath it. The closest you could get is using a query. On the results tab, it lists repeated information over and over, like the account number on each row. So you could have the account number on the output tab, with the rest of the information , and the account number would show up on each row. Then you can export that to excel. Just know the limit in database view query exports is 16,400 rows. So if your results are more than that, you would need to export out in chunks, by breaking up the post date range etc. You would use a Transaction Query.

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