Announcements
No record found.
I have been using the AR Report > Open Transactions Report and it is thousands of pages long. If I want to do analysis on the data, the wait for the report to run is unbearable, and the export is fraught with page break rows and other non-essentials.
Does this exist as an Inquiries screen somewhere that I can view this in a grid view, where I can export it directly to Excel?
Hi,
It would be possible to develop a data entity. Then you can export the transactions to a file (Excel, XML, CSV, etc).
It is also possible to open the customer transactions form without a customer filter as a system administrator. You can then change the URL and set the menu item part to: mi=CustTrans. With a personalization you can add the customer account field and start your export to Excel. Note that this can also take a while with a large number of records.
Yes you can:
exploredynamics365.home.blog/.../
If you have many customer transaction in your legal entity, like Andre mentioned you can evaluate to create a custom data entity for customer transactions, so you can export data into Excel file via batch job.
Possible workaround is to open this form via table browser (?mi=SysTableBrowser&TableName=CustTrans&cmp=XXXX&limitednav=true&lng=en-us) or directly from UI by refreshing the URL with CustTrans (mi=CustTrans)
Opening the CustTrans form as Sys Admin was a great idea. Thanks.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our 2026 Super Stars!
Thanks to all of our 2025 Community Spotlight stars!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Giorgio Bonacorsi 659
André Arnaud de Cal... 465 Super User 2026 Season 1
Syed Haris Shah 304 Super User 2026 Season 1
