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How do I filter for only certain transaction types in the Transaction Detail Report in LiveFlow?

There are two ways to see only the transaction types you choose

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Written by Engineering Support
Updated over 2 years ago

There are two ways to filter for only certain transaction types in the Transaction Detail Report in LiveFlow

Method 1:

  1. Open the LiveFlow Extension

  2. Click Create report

  3. Select your company

  4. Choose Transaction Detail under Choose a report

  5. Under the filters tab, select which of the transaction types you want in your report


Method 2:

  1. Open the LiveFlow Extension

  2. Click Create report

  3. Select your company

  4. Choose Transaction Detail under Choose a report

  5. Once your report has generated apply a Google Sheets Filter to the column headers

  1. Click the filter dropdown for Type and select which Transaction Types you want to filter for

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