Classifications


K

kspmoney

I just started using classifications and was wondering how I can run a report
purely passed on the classfication items without regard to the categories.
When I run a a report it and customize to not include any categories but all
of the classifications, the page comes up blank.
 
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C

Cal Learner-- MVP

I just started using classifications and was wondering how I can run a report
purely passed on the classfication items without regard to the categories.
When I run a a report it and customize to not include any categories but all
of the classifications, the page comes up blank.
Create another instance of your classification, and de-select it on
the tab for your classification when you customize the report. That
is to say, make sure that not all of your classifications on that
tab are selected.
 
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D

Dick Watson

And let's be clear: if you select all classifications (which will also, if
you do this with the button rather than the checkboxes, report blank
classification) but clear all categories, you will only get transactions
that have blank categorization. If you want all classifications but no
unclassified transactions, use the Select All classification tab, then clear
one checkbox, then re-check the checkbox.

Now, if you want to see some or all classifications and you don't care about
categories, just remove Category from the report rows & columns tab.
 

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