Is there a way to filter when running a report for all customers that end with certain letters? Ex all customers ending in CA?
Would a Saved Search be acceptable for what you’re looking to get from the results?
Customers are always being added and would always have the same ending but not the same beginning EX: SDCA or CCCA. Need to be able to run report to filter on ??CA.
Not sure if this answers your question. Thanks
Hi,
Apologies – I am asking do you need a Report or would a Saved Search be acceptable?
Thanks,
Chris
Yes wanted to run a report to show all sales to customers ending in XXCA.
Thanks
I had another look at this and the only way to achieve this really is with a stored custom field on the Customer to determine whether it’s one of the ones you want to include. Once you have that, you can add the Report filter.
If you could possibly do it with Saved Searches or SuiteAnalytics then it is much easier to do it completely within the criteria.