How to view transactions for a customer type in the Transaction Report

Knowledge Base, Reports | ID: 28373
  1. To use this feature, in the Transaction Report window, in the Additional Settings pane, in the Keyword Search list, select Customer Type.
  2. In the list of customer types that appears, select the customer type you want to user for the report.

Select customer type for Transaction Report

Then, when you run the Transaction Report, it will include only transactions for customers with this customer type.

Transactions by customer type

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Printed on: 8/19/18