Customer report & filtering
Hi, it's been some time since I ran reports but it is driving me mad now that I am not getting amounts or account event though I have tried to filter for these.
I also am searching for a description but I know it has not brought up all the invoices with the "word" in desc.
Can anyone help?
Thanks
Chris
Answers
-
What exactly are you trying to do?
0 -
I want to run a report for one customer for one area of their business.
So from Jan - Aug 2021, all invoices & amounts.
When I filter with the word to search by it sometimes doesnt bring up all invoices.
I used to be able to go to Edit, Find and it would show the amounts and whether a part (income) or parts/materials (exp) etc but now I am not getting this.
0 -
"... but now I am not getting this ..."
Can you explain further Chris ? Is it not finding anything or just not finding all the invoices?
Make sure you have deleted any other filters that may inadvertently be on it that Filters box also.
0 -
OK, I have taken off the description "word" i wanted to search by and now its showing the amounts & account, e.g., parts etc. But I dont want all the invoices, I just wanted it to show all invoices with a said "word" . I thought I used to be able to do this unless I should be running a different report from the Report Centre?
The column "name" is where the "word" would be but "name" is also the customer name....does this make sense?
Doesnt seem I can use "name" to search for the customer & filter a "word".
0
