I wanted to create specific account transaction which includes supplier transaction, expense and employees transaction? How would I go about doing that.
I don’t know coding at all.
So I want these transaction to individually show on my report.i tried rummaging through a bunch of forums but I could find nothing close to what I wanted to do
Any new custom reports you create in 5.5.4 version will be synced with new version of metrik.
How do I create the custom reports featuring the specific transaction given to the suppliers, employees etc?
Hello @hasaanbilal,
You can adjust the below report code according to your needs;
ATT refers to Account Transaction Type therefore you need to replace your own transaction type names exactly how it’s created on SambaPOS i.e. Suppliers Transaction etc.
>Date|Time|Tip/Gratuity|User|Amount
{REPORT ACCOUNT TRANSACTION DETAILS:T.Date,T.Time.desc,T.TransactionName,T.UserName,T.Amount:(ATT=Tip Transaction) OR (ATT=15% Gratuity Transaction)}
{REPORT ACCOUNT TRANSACTION DETAILS:T.UserName,T.Amount.Sum:(ATT=Tip Transaction) OR (ATT=15% Gratuity Transaction)}
>Total||||{REPORT ACCOUNT TRANSACTION DETAILS:T.Amount.Sum:(ATT=Tip Transaction) OR (ATT=15% Gratuity Transaction)}I’m sorry but I’m very bad at this.
I only changed the bracket part in ATT.
And it is not showing the individual expenses given to suppliers or employees
Can you guide me a bit more through it?
Try changing the others. You only changed one
I changed all of em but with the different transaction types.
Do I need to create different reports for different transaction types?
Or can 1 report suffice? Which would be easier.
You can do in one report, just add as many OR you need.
I.e.
>Date|Time|Tip/Gratuity|User|Amount
{REPORT ACCOUNT TRANSACTION DETAILS:T.Date,T.Time.desc,T.TransactionName,T.UserName,T.Amount:(ATT=Tip Transaction) OR (ATT=15% Gratuity Transaction) OR (ATT=Expense Transaction) OR (ATT=XYZ Transactions)}
I changed the names but this code is not showing anything.
I know I’m being very incompetent but I’ve never coded in my life.
You seem to be missing [Report:1,1,1,1, 1] at the top. Is the name of the report section and the numbers separated by commas are column sizes. In this case 5 column all the same size.
[REPORT:1,1,1,1, 1]
>Date|Time|Tip/Gratuity|User|Amount
{REPORT ACCOUNT TRANSACTION DETAILS:T.Date,T.Time.desc,T.TransactionName,T.UserName,T.Amount:(ATT=Expenses Transaction) OR (ATT=Supplier Transaction) OR (ATT=Employees Transaction)}
