Example 3: To search by customer type
Any field in the Name table can also be used for searching. Customer type is a common search option.
- From Billing, select Generate reports to display the Generate reports window.
- Select Open Invoices and select Open Items by Product.
- Click Options and select Search Format to display the Select Search Instructions window.
- Click New to display the Search Instructions window.
- Enter the new search instructions with this criteria:
Name.CUSTOMER_TYPE = M
Name.STATUS Begins with A
Subscription.BALANCE <> 0 - Click Save to accept the search instructions, and close the Search Instructions window.
- Click OK to close the Select Search Selections window.
- Click Run to generate the report.