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