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Level 1

How do you print an active customers only report?

I can print a complete customer report but then it will take me an hour to remove the inactive element.

13 Comments
Highlighted
Level 1

How do you print an active customers only report?

Highlighted
Level 8

How do you print an active customers only report?

Correct, filter by active=yes
Highlighted
Level 1

How do you print an active customers only report?

OK... maybe I am being thick but where is the Customize report button on the customer list report?
Highlighted
Level 1

How do you print an active customers only report?

@Steve. How are you generating your customer list report? The default reports are here: Reports>>Customers and Receivables>>Customer Contact List and Reports>>Customers and Receivables>>Customer Phone List.

In both reports the Customize Report button is at the upper left. As SkinnyRaven has mentioned, select the Filter tab: active status=yes.
Highlighted
Level 8

How do you print an active customers only report?

In QB Mac these are at the header of the report.

Highlighted
Level 1

How do you print an active customers only report?

Yes, tried that. All it does is add an extra column to tell you if it is active or not. You can't remove the inactive elements.
Highlighted
Level 8

How do you print an active customers only report?

You could export to Excel or Apple numbers and edit it there.
Highlighted
Level 8

How do you print an active customers only report?

Not the options icon, use the filter icon. Filter by active=yes.
Highlighted
Level 1

How do you print an active customers only report?

Got it.... thank you very much.
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Level 8

How do you print an active customers only report?

You're welcome.
Highlighted
Level 1

How do you print an active customers only report?

I have an Inactive customer that still shows up on the Customer Balance Summary List.  I have looked and he is checked at Inactive. Any suggestions?
Highlighted
Level 8

How do you print an active customers only report?

And the filter is set to active only? If so, try toggling the active state of that customer to on.  Save it, then go back and in and toggle the active state to off.  It isn't a sub-job or anything, correct?
Highlighted
Level 1

How do you print an active customers only report?

Yes, the filter is set to Active.  This is not a sub-job or anything.  I tried toggling it but it still shows up.  I only have one inactive customer.  The last activity was in January.

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