Settings and activity
4 results found
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2 votesSuzanne Robertson shared this idea ·
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39 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 supported this idea · -
18 votesSuzanne Robertson supported this idea ·
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363 votes
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!