Customer is integrated with Dataplan and has set up cost centres and nominals as custom fields which pull from the financial codes section within Admin - Main Settings. We need to be able to report on these fields.
There is no way from Every to run this report and Dataplan can't really get us what we need either. I remember when we had our expenses training that there was a report from Every which did pull custom field information and I think it was from this area.
Please find attached a draft idea on what a report should look like - I have also attached what we would be happy with as a Trust based on fields available in the system
