Build: 2_1235
Build date: 21-Mar-18

View up to 31 days of transaction data in an Excel spreadsheet with the new Transaction Report Excel. If you want to analyze, sort or filter transaction data, this report was designed for you.

In the Reports module, this report appears in the Sales Analysis category under What I Need To Know.

Excel version of Transaction Report

To include invoice notes, when you create the report, in the Additional Settings pane, select the Show invoice notes checkbox.

Show invoice notes setting in Excel Transaction Report

This report includesthe following values for every transaction in the time period that you specify:

  • INVOICE ID
  • LINE NUMBER
  • DATE
  • ACCOUNT NUMBER
  • ACCOUNT NAME
  • AUTHORIZED SIGNER
  • PROJECT
  • MEMO/PO
  • TERMINAL
  • CASHIER
  • SCANNED PARTNUMBER
  • PARTNUMBER
  • DESCRIPTION
  • DEPARTMENT
  • QTY SOLD
  • SOLD COST
  • SOLD PRICE
  • MARGIN
  • TAXABLE
  • LINE EXT.
  • STATE TAX
  • COUNTY TAX
  • CITY TAX

If you have questions or suggestions about this information, contact support@paladinpos.com.