Saved Customer Search That Will List The Child Customers Under

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Customer on the list.
3. Set the following under Criteria Tab > Standard Subtab:

· Inactive = F
· Sub Customer fields… > select Name/ID = is not empty

4. Set the following under Results Tab > Column Subtab:

· ID || Custom Label: Parent ID
· Name || Custom Label: Parent Name
· Sub Customer fields… > select ID || Custom Label: Child ID
· Sub Customer fields… > select Name || Custom Label: Child Name

5. Rename the Search Title.
6. Click on Save & Run.