Custom Report help
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Custom Report help

 
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James Stewart
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Posted: Tue Oct 18, 2005 12:03 am    Post subject: Custom Report help Reply with quote

I am trying to create a custom report in QB Pro 2003 but am having some
dificulty. I'm not sure that it can be done, but if so, I am hopeing
someone here can help.

I want to create a list of my customers that I want to send and end of
the year letter to. I have a custom field for my customer list for
'Year End' in which I enter 'y' if they should recieve this letter. I
can accomplish this by modifying the 'Customer Contact List' report to
also filter for the 'Year End' field. However, I also want to filter
out any customers that have not done business with us this year. Is
there a way to filter for this? I am at my wits end.

Jimmy

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