1. Navigate to Reports > Saved Searches > All Saved Searches > New > Customer.
2. In the Criteria tab, add the following filters:
Parent Customer fields... select Name/ID is empty
Status is any of (select all that applies)
Add other filters that are applicable to the search
3. In the Results tab, add the following fields:
Name
Company Name
Top Level Parent
Contact fields... select Name, in the Custom Label field, rename it to Contact Name
Add all other fields to display
4. Save & Run.
No comments:
Post a Comment