HI All,
I need to produce a report in excel format that has all my customers with ABN listed.
I have tried using the import assitant but i need the report the be current customers only (no inactive acc).
Does anyone know how to do that? Was hoping for quicker than me getting the report and then having to look at it all checking and deleting inactive accounts.
The report is for PPSR reporting so dont want a lodgement on an inactive acc.
Any help would be great,
Hey Shez2212,
If you generate the Card List Detail report you'll be able to specify Customer Cards. Once you've chosen Customers, the field below will have the option to select Cards. If you click on that, there will be a tickbox option that says "Show Inactive Cards". Ensure that's unticked so that you can only see Active Cards. From there you'll be able to see a full report of all active Customer Cards and their ABN.
Feel free to reach out if you have any further questions!
Cheers, Amanda.
