On Account usage reporting

How about instead of having the Transaction Type in your columns, you use bucketing of values to end up with different value columns?

1. Duplicate your widget (so that you still have the original version).

2. Turn off the Transaction Type in your columns.

3. Duplicate your item in the Values (one for each value column you want as a result).

4. Use Bucketing to only give you the total Transaction Amount for a specific transaction type and/or payment method.

Bucketing general format:

(Sum[Value], [Filter Field1], ]Filter Field2], ...)

The [Filter Field]'s can either be a Field (e.g. Transaction Type) or a Value (e.g. > 0).

You may need to find specific examples of each possible situation, so that you can check that your formulas work. You could add a filter to only look at specific Order ID's, Transaction ID's, or some other distinct identifiers.

Does that make sense?

Thanks for the idea but this does not seem to be working for me. When I add a filter with a payment method, I get no results. I know that we have sold gift certificates using on account funds in the past 30 days so something should be there... My dashboard level filters are Payment Method Type is On Account and Transaction date in last 30 days. There are no additional filters on the widget. These are my new parameters - the filtered payment method is Gift Certificate:

What am I missing?

Thanks
Jess Levy

Hi Jess,

I fixed that problem by changing the Row field from something other than Payment Method.

Hi Jess,

I fixed that problem by changing the Row field from something other than Payment Method.