The All Transactions standard report contains only a customer’s Customer ID and Last Name. You can clone that report, and add additional fields from the Customer Record to create a more complete report with detailed information about the customer. To do this, follow the steps below:
Click the “Clone” link under the Action button menu for the All Transactions report, in the standard reports table.
The Edit Custom Payment Report screen opens. The Report Name is “All Transactions (Clone)” and the fields are configured with the settings for the standard report.
Enter a new unique name for the report in the Report Name field.
Set the Date Range filter to “all,” select a rolling date range, or enter a custom Start date and End date and select whether to Report on “Enter Date” or “Settle Date.”
In the Select fields section, select any customer fields in the left box that you want to add, and then click the “add” button to move them to the right box so that they are included in the report. (See Customer Fields Available for Custom Reports above for a list of all available fields.)
NOTE: Fields appear in the order that they are added to the right-hand box. If you want to change the order, remove all fields from the right-hand box, then add them back one-by-one in the order in which you want them to appear. The system makes this easy to do by placing all removed fields at the very bottom of the left-hand box.
Click the “update report” button.
Click “ok” in the update success box to view the cloned report.
The report will now return all transactions processed in the selected date range, and include all of the customer fields you added. You will be able to access it at any time from the custom reports table.