Transactions By Name

The Transactions by Name report provides a detailed listing of transactions entered by the user sorted by name.  Names may include customers, vendors, employees or other names.  By default the report is prepared for the period from the first day of the current month until the current date for all activity.  The Begin and End Dates may be changed to any other values. 

The list of names displayed may be changed by entering a single customer, vendor, employee or other name or by using wildcard characters to select more than one name.  An asterisk "*" matches the rest of the string.  Entering "OH*" will cause all names beginning with "OH" to be displayed.  A question mark "?" replaces a single character.  Entering "O??O*" will cause every name whose first character is an "O" and whose fourth character is an "O" to be listed.

Drilldown, or the ability to take a closer look at the original documents that generated the transactions is available.

See also Report Selection screen and Sample Report.