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About exporting this data to Excel - You can actually export it already. From the Contracts main menu-> Export -> Advanced export or using button on the Contracts Window toolbar.
Include the following fields in your export and you're done! 'Contract Block of Money' 'Contract Block used' The balance can be calculated using an Excel formula. Hope this helps. |
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Close....but no cigar... Needs balance and totals..... Needs sort optons....
How to run 90 day snapshot????.... Profitability on last three contracts to determine which clients to raise prices.....Never had to fire one, just raise their price and watch them run and become someone else's loss.... |