Transaction Report settings let you search for transactions by customer type.

To use this feature:

  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.
  4. In the Choose Report pane, click F12 Next.
  5. In the Additional Settings pane, select Customer Type from the Keyword Search list.

Transaction Report customer type option

6. In the list of customer types that appears, select the customer type you want to use for the report.

Select customer type for Transaction Report

7. In the Sorting Options pane, click F12 Run Report.

A PDF report file will open showing the Customer Type you selected. 

Transactions by customer type

If you have questions or suggestions about this information, contact

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Printed on: 5/17/22