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Include or Exclude Hidden Customer from Sales Reports

10/6/2008

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The Sales Summary and Sales and Commissions -based reports now have a new Parameter, "Include Hidden Customers".  This option controls whether the report shows Companies that are marked with the Hide checkbox on the Edit Company dialog.  Checking this option, which is the default setting, shows all of the Customers regardless of whether they are hidden or not.  Unchecking this parameter tells the report to exclude from it any companies that are marked with the Hide checkbox.

The typical use for this option is to exclude from sales reports customers that are no longer in business, so that a comparison of sales dollars this year to last can be performed based on the realistic size of the market at present.  Be careful when looking at total sales when customers are excluded from the report, as the number shown will not reflect the actual total sales of the company.

Sales- and Commissions-based Reports' Parameters
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