Anyone knows of a way that I can build a saved search to get Revenue by Customer? Environment doesn't have the Rev Rec module and not able to use the reports that come out of the box with that.
r
Rafay Ahmad
07/09/2024, 6:29 PM
You could probably use default reporting for this. Try modifying the income statement detail to group by Customer.
Rafay Ahmad
07/09/2024, 6:33 PM
I guess you said you tried out of the box..
j
JC
07/09/2024, 6:34 PM
yeah i thought about that
m
Michael McNamara
07/10/2024, 2:53 PM
You can’t just do a paid invoices by customer saved search?
j
JC
07/11/2024, 9:52 PM
That's what I ended up doing - just not as detailed as I hoped