Report Transformations - No-code development platform

:sweat_smile: That’s as much detail as I have. :point_up_2:

But don’t worry it’s not as hard as you think, you just need to start with it.

I recommend starting by:

  1. Copying all your custom fields dropdown items to new Tax Code reporting categories.
  2. Going back to Settings > Tax Codes and linking the new categories.

We can then pick up from there.