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CR 2008 - Display only 1 value if multiples are returned
Because of QODBC's ineffiecient processes for accessing large amounts of data from different tables in a large Quickbooks company file. We produce our monthly statements using 4 different CR reports. We use 3 to pull data from 3 separate tables and export them as excel sheets. The fourth complies the final statements with the info from the 3 sheets.
I am designing a process to produce the same statement, but the resulting email that sends the results will be geared towards clients with A/R older than 120 days.
I created a simple report that uses 2 excel sheets as DBs to complie a list of clients that have AR older than 120 days, since QB doesn't have a value that would indicate so. First I use CR to pull all open invoices from a Quickbooks company file that are 120 days past due (similar to above but with a selection criteria on the transaction date). I then use CR to pull a listing of all customers in that company file with open balances (same as above). The simple report, creates a list of all clients listed in the custormer report, that have invoices in the 120 invoice report. The goal is to use an automated process to insert the customer name as a param for the main report above.
The report is returning the customer name for every invoice that appears for that client in the 120 day invoice sheet. Do you know of a option or some syntax I can use in record selection, that would remove the duplicates and would only give me a listing of client names with at least 1 invoice over 120 days?
I am designing a process to produce the same statement, but the resulting email that sends the results will be geared towards clients with A/R older than 120 days.
I created a simple report that uses 2 excel sheets as DBs to complie a list of clients that have AR older than 120 days, since QB doesn't have a value that would indicate so. First I use CR to pull all open invoices from a Quickbooks company file that are 120 days past due (similar to above but with a selection criteria on the transaction date). I then use CR to pull a listing of all customers in that company file with open balances (same as above). The simple report, creates a list of all clients listed in the custormer report, that have invoices in the 120 invoice report. The goal is to use an automated process to insert the customer name as a param for the main report above.
The report is returning the customer name for every invoice that appears for that client in the 120 day invoice sheet. Do you know of a option or some syntax I can use in record selection, that would remove the duplicates and would only give me a listing of client names with at least 1 invoice over 120 days?
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