Exclude Non-Posting Transactions in Custom Detail Report

Scenario

The client wants to create a custom report that only includes posting transactions. Currently, the custom transaction report consists of both posting and non-posting reports.

Solution

  1. Navigate to Home> Set Preferences> Analytics Tab
  2. In the Reporting section> Report by Period field> Set value to All Reports
  3. Then click Save
    After these steps, the custom transaction detail report should now only show Posting Transactions.

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