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12 votes
Suzanne Robertson
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46 votes
Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
An error occurred while saving the comment Suzanne Robertson
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I have clients that have tracking categories for each project they work on. It would be very valuable to just be able to print or create an excel file of the list of options available! In addition, the fact that I have to add new tracking categories to the Profit & Loss Report - each time we add one - is difficult without the list to ensure I have included all of them! What a pain!
Suzanne Robertson
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40 votesSuzanne Robertson
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574 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
It would be very useful to be able to print the list of the results that are generated by the "Find and Recode" function. I use this option for other reasons than just recoding. It is an easy place to find out what tracking categories, account codes and taxes were used for each transaction. Narrowed down by a date etc. Currently, I can see them but cannot download them or create a spreadsheet from them!