TRAVERSE Global v11.1
Detail History Report
Use the Detail History Report to view a customer's posted transactions. The report shows which items are sold, when they are sold, and the amount each item is sold for.
- Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data.
- Select From and Thru dates in the Date sectopm to limit the report to transactions between those two dates. Leave the field blank to include all transactions.
- Select whether to view a detailed or summary view of the detail history report by selecting the appropriate type from the Type section.
- Select the sort criteria for the report from the Sort By section.
- Select whether to view Invoice Line Items, Payments, Finance Charges, or All in the detail history report from the View section.
- Select the Sales Tax, Freight Charges, Misc Charges, and Additional Descriptions check boxes, if applicable, to include the selected additional information in the report.
Note: These options are only available if you select Detail in the Type section. - Select to include Transactions, Voids, or Both in the Include section, if applicable, to include that information in the report.
- Select whether to print for the base units or selling units in the report from the Report Unit section.
Note: These options are only available if you select Detail in the Type section. - Select whether to print the report in base currency using the Print All In Base check box in the Report Currency section.
Note: If you clear this check box, you can select a different currency from the drop-down menu. - Click a command button to
Click | To |
Process the Detail History Report. | |
Output | Output the report as a PDF. |
Send | Save the report as a PDF and attach it to an email using your default mail program. |
Preview | View a preview of the Detail History Report. |
Reset | Set all fields to their default values. |