Saturday, February 9, 2019

Show Customer ID and Name as separate columns on Sales Report

1.    Navigate to Reports > Sales > Sales by Customer > Customize Summary.

2.    Expand Customer: Project Folder.

3.    Select Company Name and ID.

4.    Expand Parent Customer: Project Subfolder.

5.    Select Company Name and ID.

6.    Re-arrange columns as desired.

7.    Rename report and click Save.

 
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