How to get Transaction Notes to show up under Reports -> Transaction Activity
When clearing transactions I will use the Notes field to add any specific notes about the transaction so I can remember in the future.
How can I get the Notes field to show up in the Reports area in the Transaction Activity list view? This would be very helpful instead of having to click "View Transaction" one by one to see if I entered any notes.
Best Answer
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I normally edit transaction notes directly from the transaction list using filters as needed to be able to see the notes field and bulk edit. The notes field is not viewable on the report or watchlist transaction lists. There is a feature request to make the notes field visible on a report transaction list. Vote for it, I would like that feature myself.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
3
Answers
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Thanks, I just upvoted it.
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