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Search to show transactions connected with customers in a period. Invoice checklist.
Hello all,
I would like to create some sort of search that will basically allow me to audit whether or not all customer invoices have been created for the previous month. I have so far been able to create a search that will tell me if the number of invoices is under the number of invoices I am looking for. A basic count summary search set to highlight if under a certain number. It'll do but it will not allow me to drill down and obviously does not have the capability to tell me which customers are missing invoices.
Actual question: is there any way to create a search that will return a list of all customers and also a column that will display whether or not a customer has a linked invoice for the previous period. It does not matter much to me what that column shows other than the existence or not of an invoice or a number of invoices.