Reply To: Management Reporter

  • Cory Severson

    December 21, 2023 at 8:39 am

    Hi Jackie,

    I’m not quite sure I understand what you are looking for, but we can work our way through it. In order to get transaction details to pull, you need to have a PERIODIC type column in the column layout, which it looks like you do. You are also trying to get attributes to pull, and it appears you have that set properly.

    If the attributes aren’t showing on each line in your detail information, I’m wondering if those transactions originated in the GL? Depending on where the transactions originated from, they won’t have all of the details.




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