How to clone a one-click report

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Celia Wirth

• February 07, 2022 19:32

I have opened the Transaction and Payment> Total Year Transactions and I is the basic format of a report I want to make.  How can I clone it to make a custom report?  I cannot seem to find the correct criteria under New Report to create my own.  The available fields under Search Group do not seem to have the same criteria as were used in the One Click report.  What am I missing?

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• Official comment

  

  Laura Block

  • February 22, 2022 22:09

  Hi Celia,

  Thanks for the feedback! I have added this to our list of improvements when we next update the reporting module. For right now, though, I would recommend setting up a New Report > Transaction Report using this criteria (I used calendar year here, but you can adjust the dates for fiscal year):

  

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  Anna Van Cleef

  • August 11, 2022 14:00

  Thank you for engaging with the Neon One team to submit your feature requests. Starting in September, there will be a new in-application suggestion portal tool that we will release into each product that will allow you to provide feedback directly to the product team at Neon One. We have already moved ideas into the suggestion portal so no worries about adding your ideas again. That said, we will be shutting down the “Feature Requests” community page in September 2022. We look forward to your continued contributions to improving the Neon One products in the future!

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