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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.

  1. From Billing, select Generate reports to display the Generate reports window.
  2. Select Open Invoices and select Open Items by Product.
  3. Click Options and select Search Format to display the Select Search Instructions window.
  4. Click New to display the Search Instructions window.
  5. Enter the new search instructions with this criteria:
    Name.CUSTOMER_TYPE = M
    Name.STATUS Begins with A
    Subscription.BALANCE <> 0
  6. Click Save to accept the search instructions, and close the Search Instructions window.
  7. Click OK to close the Select Search Selections window.
  8. Click Run to generate the report.

See Also

Examples of Ad Hoc Searches

Example 1: To search by bill date

Example 2: To search for specific products


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