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Transaction Report for files opened

We would like the Client name to show along with the file number - we don't need to know the product ID description is not necessary we don't think.  

  • Guest
  • Apr 12 2019
  • Already exists
Product Improvement
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  • Guest commented
    January 27, 2021 15:59

    I totally agree with the original idea of having the Client name instead of the product ID description. With respect to customizing the CSV reports, the only export option for the Transaction Report is to an excel file which just contains the information in the original report. It would be much easier just to be able to print the report containing all the relevant information directly from Unity.

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  • Admin
    Teri Cale commented
    May 30, 2019 19:00

    In Unity you ar eable to fully customize the CSV Export reports that you can generate from the application. If you are looking for a custom report please email inquires@doprocess.com with the fields you would like included in the report and it can be created for you.

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  • Guest commented
    May 09, 2019 16:05

    agreed.

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