Hello I am using Manager version 26.3.26.3225 desktop version with Windows 11 Home on Dell Laptop 16 Plus 2-in-1. Model #DB06250.
Hello I am using Manager version 26.3.26.3254 desktop version with Windows 11 Home on Dell Laptop 16 Plus 2-in-1. Model #DB06250.
I am trying to create a custom report using the checkbox that appears on selected invoices, but am having difficulty trying to identify the right boxes to choose, as there are many similar data entry boxes, and the guides are not quite explicit enough for me to determine the right pathway. My objective is to produce a report that identifies all the invoices that have the check box ticked/ marked with a yes. I am so close but the answer evades me and would appreciate your assistance. The images I have attached, show the invoice with the alarm tick box indicating yes and then I go into the custom report where I become confused, as I have options to duplicate the information and have tried many variations without success. I have used the CustomFields2 as the guides suggest, rather than the CustomFields option.
Hello @Mifs,
The images you shared suggest that you don’t have any CustomFields2.
To test this, go to Settings > Custom Fields.
If everything other than Classic Custom Fields is greyed out, this means that you only have CustomFields and not CustomFields2.
Hello @Mifs,
Unfortunately, I don’t understand what you mean by:
using check box as identifier
Please explain what you mean in more detail.
Screenshots or example report outputs would be a great plus.
Sorry for the confusion. I want to be able to create a report that shows all the customers that have the tick box checked, I sent screen shots in earlier post
Settings→obsolete features
No screen shots in your first post
Hello AJD,
I am so sorry, I do not understand, did you send this reply before you could advise the solution. Would appreciate your assistance
Hello @Mifs,
To use “Classic Custom Fields” you need to go to Settings, then Obsolete Features, then Classic Custom Fields.
I believe that there are no plans to remove items from Obsolete Features. They are placed here to indicate there will be no further development of these features and minimal support.
just checked specific custom field Check Box is not showing in custom report, don’t know why, thats the reason you are unable to generate this scenario report.
Hello, I am using desktop version 26.4.20.3419 and I am not achieving any success in the forum. This is the 4 time I have put this up and receiving no solutions to date… I am trying to create a custom report using custom field check box. What I am trying to do is to show every invoice in a custom report that has the check box ticked
OK, so I go into Custom reports and create a new report and I use the where ( thinking that’s where the program will look) then I say Sales Invoice, then custom fields, then is not empty.
Other screens… Checkbox custom fields checked
invoice showing check box (alarm ticked/Yes
invoice edit showing checked alarm box and faults information which
will not show on the invoice view
custom field showing alarm name and placed on sales invoice.
I am hoping I can do it a stage at a time with my first task being… How do I show every invoice in a custom report that has the check box ticked?
I am happy to provide what ever screen shots are required, please ask me as I am thinking I am missing something basic in the Custom report…faulty alarms, setup
Hello @Mifs,
Why is the selection box next to your Custom Fields empty?
Can you select Alarm in this field?
What happens then?
Why is the selection box next to your Custom Fields empty?.. the box says no matches found
Can you select Alarm in this field?.. no, I can type Alarm but it says no matches found
What happens then? nothing… Am I in the wrong location, I thought “where” was the most appropriate selection but I do not know ans there are so many options. Do you have a suggestion on what box to use to produce what I am looking for?