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Name

The name of the person or company that appears on a transaction. You can limit a report to transactions related to a particular customer, job, vendor, or employee—or to any of the names on your Other Names list.

To include

Do this

Two or more names

Click the Name drop-down list and choose Multiple names. Select each name you want to include in the report.

A category of names

Click the Name drop-down list and choose the category. For example, to limit the report to vendors only, choose All Vendors.

One name only

Click the Name drop-down list and choose the customer, job, vendor, or employee from the last section of the list.

Example: Your business buys office supplies from three different vendors. To limit a report to purchases from those vendors, select Name from the Filter scroll box, click the Name drop-down list, choose Multiple names, and then select the names of your office supply vendors.

See also

KB ID# H_RPT_FILTER_NAME
12/7/2016 2:33:32 AM
PPRDQSSWS403 9138 Pro 2017 00a2ce