Reports: Including value adjustments in reporting

In Custom Reports and Scheduled Exports - value adjustments can be included to provide more detail about changes made to transactions

Custom reports are primarily designed to show information about transactions. Particularly the transactions report type.
In order to make the reporting compact, all actions occurring on a transaction are 'collapsed' for a given date.
e.g. If a transaction is created and modified (e.g. an item is cancelled or discounted) on the same day, only the final outcome is reported unless "Include value adjustments" is selected

Example

here is an example transaction which has had 3 adjustments on the same day that it was created:
- An item was cancelled
- VAT rate for an item was increased
- An item was discounted

**Please note: the credit note configuration for your organisation will have an effect on the values reported when adjusting values.

When "Include value adjustments" is selected, all actions which modify the value of the transaction are included.

Useful fields when building reports containing adjustments: