FormerMember

Report of No Slip Activity

Posted By FormerMember

Does anyone know how to create a Report that allows me to filter only those Clients that have had no time Slip activity for over 3 months?  I want to make sure that all of my Clients are being serviced regularly.

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    As a general rule, it is difficult to produce a report on "negative data." I.e., give me a report of data that is not there. If you think about it, it is the logical equivalent of tell me what I don't have. Well, that could be just about anything......

    You might have better luck with a WIP (work in progress/unbilled entries) report (you want it to be as close to Zero as possible), and a report showing the DATE OF LAST BILL to see if you have not sent them anything in a while.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

Reply
  • 0

    As a general rule, it is difficult to produce a report on "negative data." I.e., give me a report of data that is not there. If you think about it, it is the logical equivalent of tell me what I don't have. Well, that could be just about anything......

    You might have better luck with a WIP (work in progress/unbilled entries) report (you want it to be as close to Zero as possible), and a report showing the DATE OF LAST BILL to see if you have not sent them anything in a while.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

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