Transaction Report: Excel option skips account payments

When you use the Transaction Report to analyze sales revenue, account payments can skew your calculations. To help, Paladin provides an Excel version of the Transaction Report with the Skip account payments option, that when checked, excludes customer payments from the report results.  

To run the Excel version of the Transaction Report to skip account payments:

1. In Paladin, on the top ribbon, select the Reports module.
2. In the Report Area pane, select Sales Analysis > What I Need To Know.
3. In the Report List pane, select Transaction Report – Excel.
4. In the Choose Report pane, click F12 Next.
5. In the Transaction Report – Excel window, in the Report Settings pane, select the parameters for the report. 
6. In the Additional Settings pane, check Skip account payments.
7. In the Sorting Options pane, click F12 Run Report. An Excel icon appears on the bottom taskbar of your computer.
8. Click the Excel icon to open the report.