To generate a Credit Card Transaction Report/List which will show the amounts per card type in separate columns, users can perform the following steps:
1. Navigate to Transactions > Customers > View Credit Card Transactions.
2. Click on Customize View button.
2. Under the Results tab, remove the unnecessary fields, may retain Date only.
3. Click the More Options button to be routed to the Customize Saved Search page.
4. In the next available rows under the Results tab, enter the following formulas:
| Field | Summary Type | Formula | Summary Label |
| Date | Group | ||
| Formula (Currency) | Sum | NVL(CASE {cardtype} when 'VISA' THEN {cardtranamount} END,0) | VISA |
| Formula (Currency) | Sum | NVL(CASE {cardtype} when 'Master Card' THEN {cardtranamount} END,0) | MasterCard |
| Formula (Currency) | Sum | NVL(CASE {cardtype} when 'Discover' THEN {cardtranamount} END,0) | Discover |
| Formula (Currency) | Sum | NVL(CASE {cardtype} when 'American Express' THEN {cardtranamount} END,0) | AMEX |
| Formula (Currency) | Sum | NVL(CASE {cardtype} when 'American Express' THEN {cardtranamount} END,0)+NVL(CASE {cardtype} when 'VISA' THEN {cardtranamount} END,0)+NVL(CASE {cardtype} when 'Master Card' THEN {cardtranamount} END,0)+NVL(CASE {cardtype} when 'Discover' THEN {cardtranamount} END,0) | TOTAL |
5. Rename the Search Title
6. Click Save.
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