Version 5.7 Filter for Clients or Jobs

Use these two filters on any reports to single out just the Clients or the Jobs:

Filter for Clients

To get a report on just Clients, make a filter for "Is an Individual Client?" on the Job Limits tab. Then you can use that filter on any report.

Client [filter name] | Job Limits tab | Is an individual client? | Yes

Set limitation for 'Is an Individual Client?'

Filter for Jobs

To get a report on just Jobs, make a filter on limitation "Is an Individual Client?" on the Job Limits tab. The converse of the above filter, this time select No on the "Is an Individual Client?" limitation. Then you can use that filter on any report.

Jobs Only [filter name] | Job Limits | Is an individual client? | N0

Revised 03/Aug/2011

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