Monies Held In Trust report - ability to customise more
We use the Monies Held In Trust report, and I'm then doing sorting and filtering in the downloaded excel file.
Can there be option to add on extra customisation options especially around grouping in the report selections (there is only apart from the "Sort by" and "Group by"), so that they can be grouped by status, eg cancelled, departed; or by account type, eg client or reservation?
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Nicole Page
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