Thursday, April 4, 2019

Filter Reports by Customer Type (Company or Individual)

If users want to filter a report by Customer Type (Company or Individual), kindly follow the steps below:

1. Click the Customize button on the Report.
2. On the Filters section > Add Fields portion > Customer/Project folder or Customer Count folder > Base Entity sub folder > Individual.
3. Set it to True if the user wants to show only Individual Customers and False if the user wants to show only Company Customers.
4. Rename the report.
5. Click on Save.

Note: This is not available to all reports but only on reports where Customer fields are available. Here are the following reports where the Customer fields are available:

- Customers by Sales Rep
- Customers by Territory
- Customers by Partner
- Customer Profitability
- Prospect Analysis
- A/R Aging
- Sales by Customer
- Sales Orders by Customer

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