[Carrie Contributions: 0Level 1☆]

We need to generate a Sales Report that doesn’t include customers/transactions when either a CS or an Invoice has a Return/Refund against it.

We are a school and we “sell” courses and I need to generate a roster report–> trying to generate a sales-based report and I don’t want the report to include when customers withdrew (had a return/refund on the CS/INV transaction). Is there a way to do this?

I can do this with a Search using transaction status but we need it from a Report.

Thanks in advance for any suggestions.
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[jjones Contributions: 0Level 1☆]

RE: How do you get a Sales Report doesn’t have Refunds/Returns

Can you add a filter to the report on Sales > Status? It should be the same as a criterion on Status in transaction search.

– Jeff

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