How to Create Report for Accounts Receivable and Exclude Customers Marked as Do Not Service

Introduction

This guide shows you how to create a custom report for accounts receivable but not include customers marked as Do Not Service.

Problem

You want to create a report for accounts receivable but not include customers marked as Do Not Service.

Solution

Workflow Summary

1. On the navigation bar, click Reports.

2. On the Reports screen, click Create Report to create a custom report.

3. On the Choose report type section, select Customers.

4. On the Select a report template, select Invoices.

5. On the Columns to be displayed in the report section, select the Do Not Service column.

6. Select additional columns you want to include in your report. For example, since you are creating a report for accounts receivable, you can select columns that are invoice-related.

7. When finished, click Next.

8. On the New Report screen that opens, enter a Name and select a Category for the report.

9. Click Save.

10. On the report screen, select filters from the appropriate dropdowns.

11. Click Run Report.

12. On the report table, click Filter icon on the Do Not Service column and select Is True to exclude customers marked as Do Not Service from the report data.