I need a report by customer of payments made in the calendar year, not fiscal year. I set up a report in Gridview that pulls customer number, customer name and then payments. Is there a way to add a date parameter to this? Are there any suggestions on how I might do this another way?
I did export the Customer Transactions report into excel but what I really want is just a summary and total rather than the detail. The trick is that I need to specify the dates and I don't see a way to do this.
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Thank you.