Received Payments List

[MOAnovice]

Hi, I need to produce a report showing all customer made payments and how
they were paid for a certain period.

The 'Received Payment' List that is Under 'Customers' is all the information
that I need and is perfect but I have to export it to excel and then go
through the spreadsheet deleting all the dates of payments I dont want,
otherwise the data and the way its displayed is exactly what I need but I
would like to ciustomise the date range. is there a report anywhere that
can create exactly the same but would allow me to put in a date range.

I need the report with customer name, date of payment, type of payment and
amount. I mustnt have invoice and all other transaction records which most
of the reports seem to show and I would have to fiddle in excel.

I would be ideal if the report could also show me the memo field but maybe
thats asking too much.

I have searched and am struggling to find a date ranged report showing what
I need.

Any suggestions

Thanks
Clare

[GTSageDev]

No, I can't see a report that gives this information either.

However, once you've got the 'Received Payment' List in Excel, rather than
deleting the unwanted dates, you could just set a filter for the required dates:
click anywhere in the list (row 7 onwards), then click data / filter. Then in
the Payment Date dropdown, tick just the required months or dates. (I'm
assuming it's Excel 2007!)

Geoff

"MOAnovice" <MOAn...@discussions.microsoft.com> wrote in message
news:7B2CE21A-1322-411C...@microsoft.com...

[MOAnovice]

Geoff, Many thanks for that, yes I am on excel 2007 so I will give that a go
as hadnt thought of that method.

Clare