Creating a custom report by a custom field
I want to create a summary report that shows only the customer name, $ amt spent YTD and a custom field that i have set up for "customer source". How do I do this?
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dDGe0qv48r3QVhacfA8pyY
06/12/09 1:31pm PDT
Viewed by asker 12/21/09 4:47am PST
Viewed by asker 12/21/09 4:47am PST
3 Replies
SLSCougar
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Questions answered: 223
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06/12/09 2:07pm PDT
Was the custom field used on the acutal transactions entered for those cutomers or only in the list iteself?
Thanks
Tracy
Tracy Stinson
Dynamic QB Solutions
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Dynamic QB Solutions
If this helped.. Please mark as solved. Thanks.
Website - http://www.dynamicqb.com
Facebook - http://www.facebook.com/dynami...
06/16/09 5:57am PDT
Hi Tracy-
Yes, the custom field exists on the transactions. I just can't seem to get just Customer name, source (custom field) and total $ amount for a date range. Any thoughts?
Thanks!
12/20/09 9:12pm PST
Latest post
Hi Tracy - did you ever figure this out. I think I am looking for the same thing - the ability to run a summary report and then have the columns be the values of a custom field. Would love any help.
