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

Sahaj Singh avatar
Written by Sahaj Singh
Updated over a week 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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