Option to view a full fiscal year when viewing account activity
Options currently are view a month at a time or run a GL report. It would be nice to view a fiscal year or defined period of time without needing to run a report.
-
Jennifer Kurtz
- Aug 10 2017
- Implemented
-
Dec 9, 2021
Admin response
You can now see this on the account page
Related ideas
Just noticed that this has been implemented. Now add an export to Excel feature and we'll be golden for this function. Thanks!
Attachments Open full size
Yes, it would be a huge help to be able to see the full year detail within each individual account. No one wants to have to click each individual period just to see the detail. It's surprising this was not built into NXT when you can already do this in the database view!
Attachments Open full size
It would also be a gig help if we could just change the filters once in the period view. We aren't allowed to change the filters. Then there are no limits to what activity you could ultimately view from a GL account.
Attachments Open full size
Perfect, thanks for clarifying. We will explore this further.
Attachments Open full size
I was talking about seeing the transaction level data on a period other than monthly. It's not a huge deal, because GL reports can be easily ran. Thanks.
Attachments Open full size
Hi Jennifer, you should have this ability in NXT when you open an Account record and view the Activity tile. Please let us know if this doesn't get you what you are looking for. Thanks!
Attachments Open full size