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Customer/Item, Report not Filtering

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Posted on by Peter Waugh

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Can anyone filter the Customer/Item Sales report to Customer by Ship-to Code?

With or Without a Customer No. will not Filter by Customer or Filter Total Ship-to, results are still the same as all Shop-to locations

Note: No warehouse setup SALES ORDER > POSTED SALES INVOICE

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Dynamics 365 Business Central

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Jainam M. Kothari 15,639 Super User 2025 Season 2 on at

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Hello,

Its working totally fine for me.

To filter the Customer/Item Sales report by Ship-to Code in Business Central, ensure your filter criteria are correctly set and consider using advanced filters on the report's request page. You can also use the Role Explorer to navigate to the specific report and verify all necessary fields are included in the filter.

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Ramesh Kumar 7,529 Super User 2025 Season 2 on at

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The Customer/Item Sales report pulls from the Value Entry or Sales Invoice Line records. It groups data by Customer No. and Item No., but doesn't link directly to Ship-to Address.

You have give customer number.

Thanks, Ramesh

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Peter Waugh 145 on at

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Yes. Customer No. was entered initially, filter with Ship-to location, with or without = same results (all locations)

Filter Totals, same results

Even without a Customer No. will still link back to the Customer's Ship-to Code correctly, again just displaying unfiltered results

Report Layout is base application by Microsoft, unedited

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Teddy Herryanto (Th... 14,284 Super User 2025 Season 2 on at

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Unfortunately, it's not possible.

What you are doing is basically filtering a Customer with the default "Ship-to Code".

You need to use other report.

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YUN ZHU 95,739 Super User 2025 Season 2 on at

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Hi, You can add the Ship-to Code field in the following page so that you can filter directly.

And starting from BC26.2, this does not need to be customized.

More details:

Add fields from related tables in analysis mode

https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave1/smb/dynamics365-business-central/add-fields-related-tables-analysis-mode?wt.mc_id=DX-MVP-5004336

Hope this helps.

Thanks.

ZHU

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Khushbu Rajvi. 20,614 Super User 2025 Season 2 on at

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Adding more: https://www.youtube.com/watch?v=sQQDLl2FDQo

https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave1/smb/dynamics365-business-central/add-fields-related-tables-analysis-mode

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