Customer report by date and country please

I am hoping to compile a report by country of members in an organisation I run the accounts for on QB Regular 2006. This is not the problem but I want the report to be limited to those members who have paid their annual subs from a certain date. I have got a bit stuck on this and hope someone can help me out please.

Very many thanks

Reply to
Richard
Loading thread data ...

What does the above mean? Its all in the details.

I have got a bit stuck on this and

Reply to
Allan Martin

In his posting of Mon, 15 Oct 2007, Allan Martin writes

Perhaps I am not being clear We have members in many countries and their country of residence is included in their customer details. I need to print out a list of those members who have paid their subs between two dates and have them listed by country as well

Any help would be appreciated.

Thanks in anticipation.

Reply to
Richard

I will give you a suggestion provided you tell us what is.

Reply to
Allan Martin

I think the OP means "Said with a grin" so that the "Perhaps I am not being clear" is not taken in a tone that might be construed as stern.

Reply to
Charles May

So what is :) used for?

Reply to
Allan Martin

To close this (: ;-)

Reply to
Charles May

If I personally had a need for this type of report or a client of mine, then I would explore the use of custom fields as a means of filtering out the information required. I'm too busy playing Halo 3 to delve into this issue in any more detail.

Reply to
Allan Martin

In his posting of Tue, 16 Oct 2007, Allan Martin writes

I have which is why I am asking here!!

Thanks

Richard

snip

Reply to
Richard

Richard, the only problem with using a custom field is that it will not automatically fix prior sales. You would have to add the field to the invoice (make it non-printing if necessary) and any invoice after that with the custom field keyed in will have the capability of being sorted by that custom field.

For example, I began doing this in March of 2005. In my custom field (Sales Location) we want to be able to separate "USA", "Canada" and "Foreign" sales so for each customer we went in and filled in this field. I then edited the invoice and added the custom field so when I pulled their sales, I could also show Sales Location to total these areas. I then had to go back through January & February and enter the fields on those invoices so that I had correct information for the entire year. Everything new comes up on the invoice with the custom field already filled in.

It was a pain to get started but it has worked great since I got it set up.

Hope this helps Charlie

Reply to
Charles May

Which is why I droped the magic words "Custom Fields". In any event your previously posts did not have enough detail for an absolue solution to be given without a lot a assumptions being made by any responder.

Reply to
Allan Martin

In his posting of Wed, 17 Oct 2007, Charles May writes

Charlie

I've only just seen your posting and really appreciate your taking the time to explain the required procedure. Very many thanks

Cheers

Richard

Reply to
Richard

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.