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.
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.
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]
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]
*Community Hub is the new name for Sage City