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.
You can now see this on the account page
Just noticed that this has been implemented. Now add an export to Excel feature and we'll be golden for this function. Thanks!
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!
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.
Perfect, thanks for clarifying. We will explore this further.
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.
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!
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