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Reports possible on any field chosen?

Denise A
Oct 19, 2019 11:42 AM
Joined Sep, 2019 9 posts

Is there a way to run a report on any field so we can further analyze to our heart's content? (ie: List of all fields with check mark toggles). Specifically, I need to run reports for things I have entered as surcharges-- wristband fees to our HOA paid quarterly, cleaning fees I pay monthly, etc. In owner reports, these are only shown under non-commissionable lumped together. Thanx!

Chris Hynes
Oct 19, 2019 11:51 AM
OR Team Member Joined Oct, 2012 1400 posts

There is not a way to run a report on any field, however for surcharges have a look at the Line Item Pivot report. That should break out what you need for those and then you can export it to Excel if you want to slice and dice further.

Amy S
Jan 9, 2023 2:49 PM
Joined Sep, 2022 4 posts

Custom Reports would be so helpful

Jan 10, 2023 6:28 PM
Joined Jul, 2019 17 posts

Agreed!! I really need to be able to run a report on surcharges.