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How to filter Sales by Customer Report by Class?

edited Oct 28, 2022 6:05PM in Accounting / ERP 6 comments

We are using Class to categorize only Items. Then Class field value in Item records is selected from Class List values. Class List values are setup in a hierarchy for lesser to greater detail categorization.

The Class shows on both transactions in item lines, not main line. When creating a custom Sales by Customer report I used the Report Component Item and join field Item: Class as a filter to select only results for desired Items in specific Class categories. However, a report user has modified same custom report to add filter for Report Component Sales and Field Class = -No Class-. (screenshot below) The additional filter is returning very odd results.

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