Scenario
User would like to create a report to show all related transactions of an item.
Solution
You may follow below steps:
1.) Navigate to Go to Reports > Financial > Transaction detail > Customize
2.) Rename the report
3.) Under Edit Columns, add fields:
- Transaction Type: Transaction Type Long Name
- Transaction: Date
- Transaction: Item
- Transaction: Document Number
- Transaction: Account Full Name
- Transaction: Amount (Gross)
4.) Under Filters tab, add fields:
- Transaction
- Report Component: Transaction
- Field : Date
- Value : Filter Date Range
- Sow in Filter Region : Yes
5.) Click Save and Run