Custom Report help

Oct 17, 2005 2 Replies

I am trying to create a custom report in QB Pro 2003 but am having some dificulty. I'm not sure that it can be done, but if so, I am hopeing someone here can help.



I want to create a list of my customers that I want to send and end of the year letter to. I have a custom field for my customer list for 'Year End' in which I enter 'y' if they should recieve this letter. I can accomplish this by modifying the 'Customer Contact List' report to also filter for the 'Year End' field. However, I also want to filter out any customers that have not done business with us this year. Is there a way to filter for this? I am at my wits end.



Jimmy



I am trying to make a custom report, but am having some difficulties. It may not be possible, I'm not sure. I'm hoping someone can help if it is. I'm using QB Pro 2003.

I want to create a report that is a list of all of my customers that I want to send a year end letter to. I have a custom field for my customers called 'Year End' in which I input 'y' if I they should be sent the letter. I can create this list by modifying the 'Customer Contact List' to add a filter for the 'Year End' field. However, I also want to filter the report to only show customers that have had an invoice issued within the last year, i.e. if you didn't do business with us this year, you don't get a letter. Any suggestions? I am at my wits end.

Jimmy

I am trying to create a custom report in QB Pro 2003 but am having some dificulty. I'm not sure that it can be done, but if so, I am hopeing someone here can help.

I want to create a list of my customers that I want to send and end of the year letter to. I have a custom field for my customer list for 'Year End' in which I enter 'y' if they should recieve this letter. I can accomplish this by modifying the 'Customer Contact List' report to also filter for the 'Year End' field. However, I also want to filter out any customers that have not done business with us this year. Is there a way to filter for this? I am at my wits end.

Jimmy

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