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Hi,
Does anyone know of a simple way to suppress zero balances on the Customer Summary option for AR Balance by GL Account (AR632000). It is a slightly more confusing as I first thought, due to the multiple layers. Can a variable be passed as into a Filter? That would be my first optio, however it won't let me.
Any advice as always is gratefully accepted.
Regards
Nick Savage-Mady
Hi, What I've noticed in this report is that it doesn't show all customers with $0, it just shows customers that had transactions during the period, so their ending balance might be zero, but at some point during that period they had at least one transaction.
I'm not sure about the variables, but another option you could look at would be some sort options, to sort by dollar value, so that the highest balances are at the top of the list and the $0 are at the bottom.
Hi @megan-friesen,
That is good suggestion and I think I might have to go that way.
I did think that might be an easy option to start off with, however I wanted to hide them completely. The client in question has about forty zero balance customers.
I might be able to do a condition based on the calculation of the transactions i.e. visibility on sum of Invoice Totals. It can be my Hail Mary, then sort order is the way to go.
Thanks for the suggestion 🙂
Nick Savage-Mady
I've figured it out now. If you add [ARHistory.FinYtdBalance]<>0 to the VisibleExpr, then it hides any account with 0.00 YTD Balance.
Managed to also add a Suppress Zero check box to fire as well. It is pretty standard I know, but always good to see it work.
Just add the following code to the end of the VisibleExpr
AND iif(@SuppressZero=TRUE AND [ARHistory.FinYtdBalance]=0, FALSE, TRUE)
Simple !!!
@nicksm Nice solution! It would still be interesting to see if you could put in a condition. I think it's basically the equivalent of the HAVING clause in a SQL statement which is like the WHERE clause, but it operates on the GROUP BY clause to filter against aggregate values rather than individual record values. I'm just not sure if it's possible to do in Report Designer.