[Lala Britney Contributions: 0Level 1☆]

Hi,

Our Business users need to do some house keeping of data, we have migrated from our previous company and have inherited a whole lot of departments, classes, locations from the previous instance but which may not be actually needed in our case.

we wish to generate a report to show list of location, department, classes, account codes and item codes indicating when was its last usage date which will help us identify which of them is not being used at all.

Our location, department and classes are at item level for most of the transactions.

I have checked but there is no such information available on the department or classes record available.

Any Help on how do we go about doing this? would be appreciated.

Thank you.
This is a cached copy. Click here to see the original post.

[pcutler Contributions: 0Level 1☆]

You can create a saved search of transactions. In the result columns:

1. Group by location

2. Max the created date column

Create another saved search for departments and classes.

[Lala Britney Contributions: 0Level 1☆]

that was so simple.. completely overlooked the max summary type on Date Created.

Will try that. Thank you so much!!

[Author]

Posts