Creating New Reports
How to create a new report utilising your Xero Practice Manager data .
Choose the Report Type
Choose Data Fields
Choose Contact Detail Fields
Choose Filter Criteria
In the Filter Criteria tab, set up two filters:
- Filter 1: City contains "[CITY NAME]"
- Filter 2: Customer Type equals Customer
- Click on the blue Generate Report button to generate your report
NOTE: How to exclude prospects - you need to include the filter Customer Type = Customer. Therefore the report will exclude Customer Type = Prospect.