DexReports: Difference between revisions

Revision as of 14:06, 13 October 2022

On the Transactions page, click the Received box.
You will need to choose the date range for reports. Since you only create reports for a single day, you'll need to click your desires date twice - once to indicate the first day of date range, and then to indicate the last day of the date range.
Click Apply

In the excel spreadsheet that downloads, autosum column K and print only page 1 in landscape File:Autosum.png

@@ Line 1: / Line 1: @@
-==== To Pull Morning Credit Card Report ====
+==== To Create the Morning Credit Card Report ====
-# On the Transactions page, choose Received, then the day you want to see TWICE, and then Apply [[file:received.png]]
+*On the Transactions page, click the Received box.
-# Choose Status, then In Progress and Successful [[file:status.png]]
+*You will need to choose the date range for reports.  Since you only create reports for a single day, you'll need to click your desires date twice - once to indicate the first day of date range, and then to indicate the last day of the date range.
-# Choose Download  [[file:download.png]]
+*Click Apply
+[[file:received.png]]
+*Click the Download icon
+[[file:download.png]]
+*Go to the ....
 # In the excel spreadsheet that downloads, autosum column K and print only page 1 in landscape [[file:autosum.png]]