Is there any way to export a customer list minus the jobs?

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MM_7769277
MM_7769277 Member Posts: 115 ✭
edited February 2018 in Accounts Hosted
Hi all,

Just trying to figure out a way to only export the top-level customer details without all the nested job documents underneath.

Have googled a few key words but haven't been able to find anything online.

Thanks in advance

MM

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  • Shannon Sciuto
    Shannon Sciuto Member Posts: 98 ✭
    edited February 2018
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    perhaps try generating a customer report and then exporting to excel?  I suppose it depends on the information you need to export. 
  • MM_7769277
    MM_7769277 Member Posts: 115 ✭
    edited January 2017
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    Hi Shannon,

    Yep, I know how to do that bit :-)

    But we have multiple jobs nested underneath the parent customer document, and I only want to export the top level information.

  • Shannon Sciuto
    Shannon Sciuto Member Posts: 98 ✭
    edited February 2018
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    I have used job types and customer types to help filter out jobs/customers in reports - I'm not sure if that helps? 
  • MM_7769277
    MM_7769277 Member Posts: 115 ✭
    edited January 2017
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    Filter - Customer:Job Level = 0! Brilliant, thanks Shannon!

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