I think it would be beneficial to allow a toggle for users to decide if they would like their transaction reports exported as a CSV or PDF, as we were able to do with the classic BBMS Daily Transaction Reports. This generates less room for human error following the export, which will generate ease when it comes to balancing.
Guest
Quick update here: this was released on June 24, 2022 as the 'Transaction totals' report in the Report dropdown so you can export quickly generated transaction reports as PDF or CSV fie (as a replacement for the Daily Transaction Report in classic portal).
Hi- thank you for your feedback. We are planning on rebuilding the daily transaction report PDF functionality in the next generation portal.
Yes, please bring this back!
This would be most helpful!!!