| Author |
Message |
James Stewart
Guest
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 Posted:
Mon Oct 24, 2005 9:21 pm Post subject:
Custom Report...Need help creating |
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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 hoping
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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Elaine Burkham
Guest
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| Posted:
Mon Oct 24, 2005 10:59 pm Post subject:
Re: Custom Report...Need help creating |
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Just a guess as I use QB Pro 2002 but can you make the customers that you do
not use anymore inactive? and then proceed.
"James Stewart" <jimmystew95@hotmail.com> wrote in message
news:SR77f.20434$Qu4.15280@fe07.news.easynews.com...
| Quote: | I am trying to create a custom report in QB Pro 2003 but am having some
dificulty. I'm not sure that it can be done, but if so, I am hoping
someone here can help.
I want to create a list of my customers that I want to send and end of
the year letter to. I have a custom field for my customer list for
'Year End' in which I enter 'y' if they should recieve this letter. I
can accomplish this by modifying the 'Customer Contact List' report to
also filter for the 'Year End' field. However, I also want to filter
out any customers that have not done business with us this year. Is
there a way to filter for this? I am at my wits end.
Jimmy
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| Back to top |
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Gary E
Guest
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| Posted:
Tue Oct 25, 2005 12:03 am Post subject:
Re: Custom Report...Need help creating |
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Filtering custom fields in QuickBooks has always been tricky if I remember
correctly. The easiest would be to create the report with the information
and send it to Excel, sort by the column with the 'y' in it and extract that
data only to another sheet.
As far as your second report, I'm not aware of any report in QuickBooks that
will show you that information. You could run a Income by Customer Summary
for 4-5 years, and show columns by years, Again if you send that report to
Excel, a lot easier to sort the column you need to see.
Gary
"James Stewart" <jimmystew95@hotmail.com> wrote in message
news:SR77f.20434$Qu4.15280@fe07.news.easynews.com...
| 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 hoping
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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| Back to top |
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James Stewart
Guest
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| Posted:
Tue Oct 25, 2005 5:49 am Post subject:
Re: Custom Report...Need help creating |
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"Elaine Burkham" <gpnkn@adelphia.net> wrote in message
news:Q5ydncmNhd2XvMDenZ2dnUVZ_sqdnZ2d@adelphia.com...
| Quote: | Just a guess as I use QB Pro 2002 but can you make the customers that you
do
not use anymore inactive? and then proceed.
The customers aren't really inactive though, they just haven't done business |
with us this year, but they very well may next year. |
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James Stewart
Guest
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| Posted:
Tue Oct 25, 2005 5:50 am Post subject:
Re: Custom Report...Need help creating |
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"Gary E" <scarecrow_n_ozNOSPAM@yahoo.com> wrote in message
news:H1c7f.13195$xk2.9453@fe06.lga...
| Quote: | Filtering custom fields in QuickBooks has always been tricky if I remember
correctly. The easiest would be to create the report with the information
and send it to Excel, sort by the column with the 'y' in it and extract
that
data only to another sheet.
As far as your second report, I'm not aware of any report in QuickBooks
that
will show you that information. You could run a Income by Customer Summary
for 4-5 years, and show columns by years, Again if you send that report to
Excel, a lot easier to sort the column you need to see.
That's a thought, I'll give that a try and see what happens - and by the |
way, there is a lot in QuickBooks that is tricky!! |
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