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Kedam's avatar
Kedam
Experienced Cover User
3 years ago
Solved

filter suppliers that are individuals

This isn't about getting started but...   Is there a way to filter suppliers that are individuals rather than companies for a report.   I am currently running AccountRight Plus AU 2022.6.0....202...
Filter Individuals Report
  • Mike_James's avatar
    Mike_James
    3 years ago

    Hi Kedam , this may help - open the cards list, and select the suppliers tab. Then underneath the Name field, there's a blank field. Type "*," (without the quote marks) into that field, and your individual supplier cards will appear. Then right-click the list and choose "Copy List to Clipboard", then open Excel and paste into a blank worksheet. 

     

    You might get some other suppliers, as this option just searches for any supplier with a comma in the Name. The asterisk is a wild card allowing any text, then the comma. I find that using the "Search" field above, putting in a comma, is unreliable as that searches all displayed fields for a comma including values. 

Mike_James's avatar
Mike_James
Ultimate Cover User
3 years ago

Hi Kedam , this may help - open the cards list, and select the suppliers tab. Then underneath the Name field, there's a blank field. Type "*," (without the quote marks) into that field, and your individual supplier cards will appear. Then right-click the list and choose "Copy List to Clipboard", then open Excel and paste into a blank worksheet. 

 

You might get some other suppliers, as this option just searches for any supplier with a comma in the Name. The asterisk is a wild card allowing any text, then the comma. I find that using the "Search" field above, putting in a comma, is unreliable as that searches all displayed fields for a comma including values. 

  • Kedam's avatar
    Kedam
    Experienced Cover User
    3 years ago

    thanks Mike that was really helpful, I apreciate it. :)

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