Saturday, December 8, 2018

Filtering reports and saved searches by customer type

Use the following solutions to get the filters needed:

Saved Searches

Use the Is Individual field in the Criteria tab of a customer saved search.  Choose Yes to filter only individual-type customers, and No for company-type customers.

Saved Reports

Use Customer/Project : Company Name in the Filters section of the Report Builder. Set the filter to is empty to filter only individual-type customers, and is not empty for company-type customers.

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