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C. Collins

Problem with Reports

SOLVED
Posted By

Hi,

Has anyone else experienced this issue?  I just posted a transaction and it will not appear on a report anywhere.  I have double checked it and triple checked it and it will not appear.  I even went back to the transaction detail to make sure it was posted and its there but still won't appear on the report!

I have tried refreshing the report.  Nothing.  I have checked the Date Integrity and it says it's ok.  I have checked the Advanced Database Check and it says everything is ok but it's not.  

I am posting numerous entries and I need to keep creating this report since I refer to it for every new entry, since they all connect eventually, and now I'm questioning how many other transactions are not appearing that I posted!  This is a large company file and I can't afford to rely on a report that is incorrect.

I am working in the Sales Journal and the report that I am utilizing is called "Customer Aged Detail" and I have clicked "Select All ", and then put the date to the last day of the current fiscal year that I am working on.

Any ideas or suggestions would be greatly appreciated.

Thank you.

  • 0
    verified answer

    Sounds like you have checked a lot of the things I would normally suggest.  So the last four would be

    1. The date of the entry vs. the date of the fiscal year end.  Sounds like you are posting in the past.
    2. Did you post to the correct customer?
    3. Have you looked at the Customer Aged Detail filters to make sure you are not filtering that particular entry out.  Likely not the problem because there are so few options, but you should check.
    4. Hit Select All again.  If it doesn't clear all the customers, then you added the customer after you hit Select All and therefore the customer is not selected until you hit Select All again.  You gave me the impression you see entries for this customer already but if they are new this could be the reason.
  • 0 in reply to Richard S. Ridings

    Hi Richard,

    Thanks for your reply.  It helped.  I am now finally seeing it on the report.  I kept going out and re-creating the report but it was a new customer, so perhaps that new customer was not highlighted, I guess!

    I'll be more careful about that.

    Thank you.

  • 0 in reply to C. Collins

    When you go back and "recreate" a report, you should make sure all the selection specs are done (eg. confirm the date or change it as needed, hit Select All, check or uncheck the Inactive customers, sorting, filtering, etc.

    In your case, I think you just reran the report with the same selection specs eg. all the customers that existed before, not the new ones because I don't think you hit Select All again.  Next time you create a new customer, go and open the report to the point you see "all" the customers selected.  Don't click on a customer, but use the scroll bar to move up or down to the point where the customer should be seen and see if they are selected or not.  I bet not.  I think some older versions used to automatically select all if the button had been selected before but I don't think the current version does.

  • 0 in reply to Richard S. Ridings

    Yes, I will be making sure from now on that they are all selected.

    Thanks again for your help!

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