How do I export my customer list without including their job transactions?
Go to Solution.
By customizing the report, you can filter and exclude the jobs' list.
Here are the steps:
You can also save this customization. In case you need it, you can pull it up from the Memorized Reports section.
Having a report that lists only the parent customers' information (excluding jobs) would be great. I can pass it along as a feature request to our Product Development Team so they can review it.
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Thank you, I was hoping I didn't have to go through and click each one but I guess this is the only way.