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Advanced filtering on customer ageing report to filter data via Cost Centre

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Posted on by Median

I have had a question from our Finance department asking if its possible to filter the Customer ageing report via the cost centres set against each project under the Financcial Dimensions which you set against each Project.

I have tried tried doing this be using the advanced filtering on customer ageing reports and linking the Customer table to Projects then Dimension set code

Although this does something to the reporting when I apply the search criteria in the Range tab setting Table Dimension code to filter the data on Cost_Center the results do not reflect filtering only projects and with the cost center LD :

Can any one provide some more guidance on how I might get this report to only pull through customers data for the customers projects which have the Cost Code I set as the range criteria?

Thanks in Advance

Neil

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Anton Venter 18,625 Super User 2024 Season 2 on at

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Advanced filtering on customer ageing report to filter data via Cost Centre

I don't see any way of getting the result you require from the standard customer againg report. It will require a customisation.