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Filter reports for active jobs

To do this task

  1. Make sure your inactive jobs (or customers, for customers without jobs) are marked as inactive.

    To mark a job as inactive, select the Job is inactive box on the Edit Job window, then click OK.

  2. On the report, click Customize Report.

  3. On the Filters tab of the Modify Report window, choose the Name filter.

  4. Click the Name drop-down arrow and click Multiple names.

  5. In the Select Name window, select all the names in the scrolling list. Click the first name, hold down the mouse button, and drag the mouse down through the entire list.

    Only active names appear in the list, so this will select all your active names but exclude your inactive names.

  6. Click OK. The report now shows only your active customers and jobs.

    Important: If you memorize this report for future use, it will not include any customers or jobs that you have added since the report was last modified.

11/19/2017 9:47:48 PM
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