Details
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Type:
New Feature
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Status: Open
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Priority:
Major
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Resolution: Unresolved
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Affects Version/s: 5.9.0
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Fix Version/s: 5.12.0-b1
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Component/s: Staff Interface
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Labels:None
Description
Add a new report, called "Clients with Credits"
Only options to consider:
Client Status (All, Active, Inactive, Fraud)
Currency
Generate a report with the following fields including ONLY clients that have a credit (Unapplied Transactions).
Client ID, First Name, Last Name, Company, Email, Credits, Currency
"Credits" will be the sum total of all the client's credits. Clients with no credits should not be included. This will be useful for finding clients that have unused credits, and the total amount of their unused credits.
Activity
Paul Phillips
created issue -
| Field | Original Value | New Value |
|---|---|---|
| Rank | Ranked higher |
| Issue Type | Task [ 3 ] | New Feature [ 2 ] |
| Story Points | 5 |
| Sprint | 5.11.0 Sprint 4 [ 203 ] |
| Rank | Ranked lower |
Paul Phillips
made changes -
| Fix Version/s | 5.12.0-b1 [ 12000 ] | |
| Fix Version/s | 5.11.0-b1 [ 11908 ] |
Paul Phillips
made changes -
| Sprint | 5.11.0 Sprint 4 [ 203 ] |
Paul Phillips
made changes -
| Rank | Ranked higher |