May 24, 2014 at 10:20 pm #12010EBechParticipant
Searching the database…
1) How does one do a simple search in NV2? For example, give me all transactions where the vendor is “Vendor A”. I would then be able to look at the existing reports (with specified date ranges) but only show activity for Vendor A as applicable.
2) Can one do complex searches in NV2? For example, give me all transactions for Vendor A and Vendor B. I would then be able to look at the existing reports (with specified date ranges) but only show activity for Vendor A and Vendor B. Going further, show me only this data set where the additional custom date or custom text column value is equal to a specified date or string? or the allocation tags are for projects finanical.p1 and financial.p4
I hope there is the capability to do complex finds, queries or searches in the NV2 database to get interesting reports on areas of interest, or that this feature will be added soon in a future update.
Multiple allocation tags in same report column…
When looking at a report and specifying the activity from a allocation tag to view in a particular column, can one select multiple allocation tags from the allocation tag list that appears by using some kind of keystroke or other means, so that the single column is showing all transactions for only financial.p7 AND financial p.11, for example?
Thanks for making a great product! Been a big fan since 1990! NV2 is hard to beat in terns of ease of use and complex special reporting, etc.May 28, 2014 at 7:37 pm #14506MSchapplerModerator
To get what you want will require that you create an allocation tag for each vendor and then at the point of entry in the purchase invoice journal, enter the allocation tag in the details of the invoice under the tag column. You can enter multiple allocation tags by first pressing F3 to select an allocation tag and then press escape and then press the end key add a space and then manually enter your next allocation tag.
Once done, you done review the reports by the allocation tags you have created for each vendor.
Using the allocations tags, you can can then get the transactions in the reports that you wish but it will be per column. You can use Print > Account Ledgers > Advanced to display the transaction as per a tag. Use it once for tag Vendor A and then again for Tag Vendor B. Use Excel to merge the transactions to one spread sheet.
Another approach would be to display a particular tag or all tags in the green ledger and then select the items to print (contiguous blocking) and then select print block to display in excel.
Unfortunately at this time you cannot select multiple allocation tags from the the define columns menu. You display the tagged columns and then select View > Analysis > New Column > Sum which will add a new column and with the sum of the two prior columns.
Regards to All,
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