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AMech
Level 2

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I appreciate you trying to help but the options you are suggesting are not available in the filter section for that report. "Client" is the only option to filter for (see screenshot).

 

However, I discovered on my own that there are 2 similar reports when you search - "Estimates & Progress Invoicing Summary by Customer" & "Estimates & Progress Invoicing Summary by Client". One of which works better than the other - The one with "Client" in the title provides a remaining amount total. Both of these reports only allow filtering for Client though & no other filtering options. You cannot select active/inactive/etc so old or deleted clients are showing up in this list. (see screenshots)

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