Customer Account in reports not working


#21

True, why make the mess, but that is probably why I am stuck with using Tax as calculation type and not Tax template :grinning: but its fine cant have everything.


#22

custtra

this is my customer transaction account


#23

Why not a tax template? Tax template should work fine for you. unless you want some off the wall situation that most people dont use.


#24

yes and its working.


#25

I doubt this is the case but it could also have been a bug in v4 that was fixed in v5… Hard to know though v4 was depricated long time ago.


#26

Ok now you have accounts showing under Customer Accounts right?


#27

yes all my customers are under Customer Accounts.


#28

It looks correct then the only thing I can think is it was a bug in v4. It works fine in v5.


#29

yh probably, I am currently conducting more experiments, I ll see if I can find something.


#30

Ok, so found Gross Amount and for future reference for everyone else its in AccountTransactions.


#31

Did you ever figure out the report? To be honest I am shocked REPORT CALCULATION DETAILS even reported on any Payment types. My theory is it will report on them if the ticket had a calculation in it skipping tickets that did not. But its very odd it didnt work with REPORT TICKET DETAILS for you.


#32

Well I shifted to SQL Scripts, it was actually a lot easier for me because I can get around it, I even picked up customer account from Database for reporting, but thx for ur help, I could have never figured out that it was a bug.


#33

Ok for future reference, their is no bug in custom reports related to customer accounts, as before @Kendash was right, customer accounts payments worked correctly with REPORT PAYMENT TOTAL and REPORT PAYMENT DETAILS and using PA did not work correctly, the correct syntax was {REPORT PAYMENT TOTAL:(PT=Customer Account)}.Thank you for your help @Kendash