Sunday, April 28, 2019

Saved Search of Customers the Business Dealt With Within a Date Range

This Saved Search would list all customers and vendors that a business has dealt with within a date range.
  • Navigate to Reports > New Search.
  • Click Transactions.
  • Under Criteria tab add the following lines:
    • Type: is Cash Sales, Invoice, Journal, Sales Order, Bill, Purchase Order.
    • Main Line: True.
    • Date: as per user preference.
  • Navigate to Results tab.
  • Set the Sort By to Name.
  • Set Then by to Date.
  • Edit the 'Name' line and set the Summary type to 'Group'.
  • Click Submit.

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