I have a saved search of Sales Order Transactions ...
# general
s
I have a saved search of Sales Order Transactions that has the customer "Name" column. I want to be able to filter by customer but only by those customers that are in the report and not the monster list of all customers that it ties to by default. Is there a way to do this?
a
If you change the filter to use the customer.company name field join then it will be a text filer instead of a list filter so users can just type in the name they want Would that help?
s
Thank you, but would prefer a drop-down selection of customers that are in the full report.