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How do I pull off a certain report...

Lindsey Braniff
​I was wondering if you can pull off a report on Fourth, I need all the Tronc Fund balance for each site for 29/07/18 .
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11 comments

Date Votes
  • Cristabelle Metcalfe

    Hi @Lindsey Braniff​,

     

    The Tronc 2 Report 'Location Tronc Report' Can be run for specfic dates. Its found in Reports- View Reports.'

     

    Many Thanks,

    Cris

    Fourth

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  • Lindsey Braniff

    Hi @Cristabelle Metcalfe​ I'm running the report and it's not showing any info.... help!​

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  • Lindsey Braniff

    Hi - report did work in the end - it's set by tronc periods.

     

    However, this report didn't help. ​The customer just needs to see what’s in each fund for all sites , like you can see on the administration –Fund administration –select location , but we want this all in an excel repot that we can pull off on a weekly basis. Any idea? Thanks

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  • Sophie Waters

    Hi @Lindsey Braniff​ This is Tronc > Reports > Custom reports

    Thanks

    @Debbie Thomas​ 

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  • Sophie Waters

    Hi @Lindsey Braniff​ The only way to report on this is with Custom reports in Tronc.

    The Field would be 'Closing'

    Hope this helps

    @Debbie Thomas​ 

    #Tronc​ 

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  • Lindsey Braniff

    Thanks but which custom reports are you in? I can't see this? @Debbie Thomas​ ​

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  • Lindsey Braniff

    Thanks @Debbie Thomas​ but they have tronc 2 which I don't think has custom reports..​

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  • Fourth Customer Success Portal

    Thanks @Lindsey Braniff​ ,

     

    @Debbie Thomas​ has advised that you're correct in thinking this is not possible in tronc 2.

     

    Perhaps this could be a request to our product team!

     

    Thanks.

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  • Edouard Bernier

    Hi @Debbie Thomas​, 

    I can see that there is basically not a single report working with Tronc2. Is it a problem that has been/will be addressed?

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  • Anonymous User

    Hi @Edouard BERNIER​ 

    There are reports available. But some may not include the specific information a customer requires. We have many customers using Tronc 2 and are able to use the existing reports.

     

    If you could give me some detail as to what you are after I can see if the existing reports have that information.

     

    Kindest

    Debbie

    Fourth

     

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  • Edouard Bernier

    Hi @Debbie Thomas​ 

     

    I now have access to what I was after. Previously, there was no data showing.

    If you changed anything, thanks.

    If not, sorry I wasn't able to see it before.

     

    Kind regards,

    Edouard

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