Idea suggested by rudi koch 9 years ago
Hi,
Could you add a client category field i.e. industry type and then additionally for income and expense reports be ably to export data into excel report and filter it by client/supplier category, at present it can only be viewed on screen I believe.
Hi Rudi,
Just a quick query - Do you mean the income and expenditure reports under the Reports>Other menu?
https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/273538/83DvkdxQ8HbQflS/upload.png
Yes that is correct.
I see - thanks! I'll update this as an idea as the system for future implementation - hopefully we will have PDF and CSV options for all reports too in future, however in the mean time if you want the data in a spreadsheet you can copy from the screen and paste into a spreadsheet.
Thanks John, PDF and CSV options would be helpful, any idea when that might be?
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