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We would like to define a scheduled report that is based on QB's Sales by Customer (Detail) report, but that filters for one (or more) specific customers, and which includes some custom fields we've added to the Customer table (Ship-to address block, basically... for customers who have us drop-ship their orders.)

In the standard report-builder, the Customer name field doesn't appear as a filter choice, and there's no apparent provision for custom fields. Can we do these things, and where would I start - do I have to customize the Report screen, somehow?

Thanks.

 Hello,

You can schedule QB reports to run in Method but we cannot customize those report, i.e. adding fields etc. Also you wouldn't be able to filter or drill down those reports in Method since they are in HTML format. Any modification to the QuickBooks reports would have to be done in QuickBooks. On the other hand, if you wanted to build a similar report in Method you can do so by using the Method Report Designer, here you do have the ability to add/ remove fields.

To learn more about the Method Report Designer you can read the following blog: http://www.methodintegration.com/cs/blogs/methodblog/archive/2008/06/18/3-steps-to-becoming-a-report-guru.aspx
Also you can check out our webinars on this topic by using this link - http://www.methodintegration.com/cs/forums/t/556.aspx
You can also contact your Business Systems Consultant to customize the report for you as well.