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Scribo
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Thank you, jeanbiverly.

Your message makes it clear that there is no way to limit the report to Active customers. Filtering Job Status to "In Progress" only works if the Job was coded that way to begin with, instead of "None" or "Pending." I have never used Job Status because it makes more work when closing a Customer/Job. Simply making the Customer/Job Inactive avoids the necessity of editing Job information when closing. Am I being too naive to think it should be simple to limit any report to Active Customer/Jobs? Setting the Customer Center to "Active" prevents the Find function from returning Inactive Customer/Jobs, so why doesn't that apply to Reports as well? If QB had a Find and Replace function, like every other program I can think of, one could simply Replace all Job Status entries with "In Progress" to allow your solution to be used, but, oh yeah, QB said it was "working on" adding a Find and Replace function to the program at least 4 years ago. Maybe you can understand why I don't share your optimism about the suggestion process. The entire Report process in QB has always seemed random, if not whimsical, to me. Some reports give access to some data, but no reports give access to all data. And the selection of which data is available in which report does not seem to have any rhyme or reason. Maybe if one of you EMPL people made the suggestions, the company might listen. It has never listened to me.

 

Thanks sincerely again for all the help that is available on this message board, even if it sometimes only demonstrates the frustrating shortcomings of the program.

 

 

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