Status: Closed (View Workflow)
Hi Kimie! I need to add my first in-app report for fees/fines. Luckily Emma has already created the Overdue Loans Report, so I can use that report as an example. We will add the Refunds to Process Manually report as the second Action (as shown on attached mock-up Add-report-as-Action.jpg. When the new option is selected, the attached file Refunds to Process Manually.csv is exported. There is one caveat. We would like to be able to enter a date or date range specifying the date of the refunds we would like to process. Is that possible? What would that look like?
Thanks for your help.