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I have my standard accounts receivable and customers, but I set up another A/R control account to track camp fees separately from the other A/R. I created new customers that are associated with the new A/R control account. All of that is working fine. When I run my customer statements, I can manually choose which customers (camp or not), but I can’t do any filtering on the Customer Summary report. The only options I have are the dates that the report covers..." /> <meta name="twitter:description" content="I am using Manager for a scout troop. I have my standard accounts receivable and customers, but I set up another A/R control account to track camp fees separately from the other A/R. I created new customers that are associated with the new A/R control account. All of that is working fine. When I run my customer statements, I can manually choose which customers (camp or not), but I can’t do any filtering on the Customer Summary report. The only options I have are the dates that the report covers..." /> <meta property="article:published_time" content="2025-03-03T21:49:49+00:00" /> <meta property="og:ignore_canonical" content="true" /> <script type="application/ld+json">{"@context":"http://schema.org","@type":"QAPage","name":"Filter Customer Summary Report","mainEntity":{"@type":"Question","name":"Filter Customer Summary Report","text":"I am using Manager for a scout troop. I have my standard accounts receivable and customers, but I set up another A/R control account to track camp fees separately from the other A/R. I created new customers that are associated with the new A/R control account. All of that is working fine.\n\nWhen I ru…","upvoteCount":0,"answerCount":1,"datePublished":"2025-03-03T21:49:49.756Z","author":{"@type":"Person","name":"razumi","url":"https://forum.manager.io/u/razumi"},"acceptedAnswer":{"@type":"Answer","text":"I am Treasurer for a club. We have different type of memberships eg Pensioner, Full, Junior etc.\n\nI have set these different types of memberships using The “Division” field.\n\nWould this work for you?","upvoteCount":0,"datePublished":"2025-03-05T02:30:05.524Z","url":"https://forum.manager.io/t/filter-customer-summary-report/61029/3","author":{"@type":"Person","name":"rquinn","url":"https://forum.manager.io/u/rquinn"}}}}</script> </head> <body class="crawler browser-update"> <header> <a href="/"> Manager Forum </a> </header> <div id="main-outlet" class="wrap" role="main"> <div id="topic-title"> <h1> <a href="/t/filter-customer-summary-report/61029">Filter Customer Summary Report</a> </h1> </div> <div itemscope itemtype='http://schema.org/DiscussionForumPosting'> <meta itemprop='headline' content='Filter Customer Summary Report'> <link itemprop='url' href='https://forum.manager.io/t/filter-customer-summary-report/61029'> <meta itemprop='datePublished' content='2025-03-03T21:49:49Z'> <meta itemprop='articleSection' content='uncategorized'> <meta itemprop='keywords' content=''> <div itemprop='publisher' itemscope itemtype="http://schema.org/Organization"> <meta itemprop='name' content='Manager.io'> <div itemprop='logo' itemscope itemtype="http://schema.org/ImageObject"> <meta itemprop='url' content='https://us1.discourse-cdn.com/flex019/uploads/manager1/original/2X/e/e2d80809f439fd14501d70091f0a4983bebd66a0.png'> </div> </div> <div id='post_1' class='topic-body crawler-post'> <div class='crawler-post-meta'> <span class="creator" itemprop="author" itemscope itemtype="http://schema.org/Person"> <a itemprop="url" rel='nofollow' href='https://forum.manager.io/u/razumi'><span itemprop='name'>razumi</span></a> </span> <link itemprop="mainEntityOfPage" href="https://forum.manager.io/t/filter-customer-summary-report/61029"> <span class="crawler-post-infos"> <time datetime='2025-03-03T21:49:49Z' class='post-time'> March 3, 2025, 9:49pm </time> <meta itemprop='dateModified' content='2025-03-03T21:49:49Z'> <span itemprop='position'>1</span> </span> </div> <div class='post' itemprop='text'> <p>I am using Manager for a scout troop. I have my standard accounts receivable and customers, but I set up another A/R control account to track camp fees separately from the other A/R. I created new customers that are associated with the new A/R control account. All of that is working fine.</p> <p>When I run my customer statements, I can manually choose which customers (camp or not), but I can’t do any filtering on the Customer Summary report. The only options I have are the dates that the report covers. I’d like to be able to run the Customer Summary report separately for each A/R control account.</p> <p>I tried to create a custom report, and it does allow me to filter by the account, but I can’t seem to duplicate the columns on the Customer Summary report. Any help would be appreciated!</p> </div> <div itemprop="interactionStatistic" itemscope itemtype="http://schema.org/InteractionCounter"> <meta itemprop="interactionType" content="http://schema.org/LikeAction"/> <meta itemprop="userInteractionCount" content="0" /> <span class='post-likes'></span> </div> </div> <div id='post_2' itemprop='comment' itemscope itemtype='http://schema.org/Comment' class='topic-body crawler-post'> <div class='crawler-post-meta'> <span class="creator" itemprop="author" itemscope itemtype="http://schema.org/Person"> <a itemprop="url" rel='nofollow' href='https://forum.manager.io/u/eko'><span itemprop='name'>eko</span></a> </span> <span class="crawler-post-infos"> <time itemprop='datePublished' datetime='2025-03-04T02:49:59Z' class='post-time'> March 4, 2025, 2:49am </time> <meta itemprop='dateModified' content='2025-03-04T02:49:59Z'> <span itemprop='position'>2</span> </span> </div> <div class='post' itemprop='text'> <aside class="quote no-group" data-username="razumi" data-post="1" data-topic="61029"> <div class="title"> <div class="quote-controls"></div> <img alt="" width="24" height="24" src="https://avatars.discourse-cdn.com/v4/letter/r/7feea3/48.png" class="avatar"> razumi:</div> <blockquote> <p>I tried to create a custom report, and it does allow me to filter by the account, but I can’t seem to duplicate the columns on the Customer Summary report. Any help would be appreciated!</p> </blockquote> </aside> <p>As new user note from <a href="https://forum.manager.io/faq" class="inline-onebox">FAQ - Manager Forum</a> that [emphasis added]:</p> <blockquote> <p><strong>Be specific.</strong> Do not just tell us a feature does not work. Explain what you have done and why you think there is an issue. If your question relates to an apparent software problem (rather than an accounting topic), tell us your <strong>operating system (including the version)</strong>, <strong>Manager edition (desktop, server, or cloud)</strong>, and exactly what you think is wrong. If possible, post screen shots illustrating the problem. If your question is related to custom themes or <strong>custom reports</strong>, <strong>always post</strong> the code or <strong>report definition you have developed and the results it produces.</strong> Do not simply post a picture of something you want and ask other users to tell you how to achieve it.</p> </blockquote> <p>Also:</p> <blockquote> <p>Manager advances very quickly, simplifying and adding features and capabilities. Sometimes, bugs occur with new releases. But these are usually fixed rapidly, often within minutes. So if you encounter a problem with the desktop or server editions, <strong>update Manager</strong> , even if you recently did. (The cloud edition is always up to date.) You can check the latest version at <a href="https://www.manager.io/download">https://www.manager.io/desktop/download/ </a>.</p> </blockquote> </div> <div itemprop="interactionStatistic" itemscope itemtype="http://schema.org/InteractionCounter"> <meta itemprop="interactionType" content="http://schema.org/LikeAction"/> <meta itemprop="userInteractionCount" content="0" /> <span class='post-likes'></span> </div> </div> <div id='post_3' itemprop='comment' itemscope itemtype='http://schema.org/Comment' class='topic-body crawler-post'> <div class='crawler-post-meta'> <span class="creator" itemprop="author" itemscope itemtype="http://schema.org/Person"> <a itemprop="url" rel='nofollow' href='https://forum.manager.io/u/rquinn'><span itemprop='name'>rquinn</span></a> </span> <span class="crawler-post-infos"> <time itemprop='datePublished' datetime='2025-03-05T02:30:05Z' class='post-time'> March 5, 2025, 2:30am </time> <meta itemprop='dateModified' content='2025-03-05T02:30:05Z'> <span itemprop='position'>3</span> </span> </div> <div class='post' itemprop='text'> <p>I am Treasurer for a club. We have different type of memberships eg Pensioner, Full, Junior etc.</p> <p>I have set these different types of memberships using The “Division” field.</p> <p>Would this work for you?</p> </div> <div itemprop="interactionStatistic" itemscope itemtype="http://schema.org/InteractionCounter"> <meta itemprop="interactionType" content="http://schema.org/LikeAction"/> <meta itemprop="userInteractionCount" content="0" /> <span class='post-likes'></span> </div> </div> <div id='post_4' itemprop='comment' itemscope itemtype='http://schema.org/Comment' class='topic-body crawler-post'> <div class='crawler-post-meta'> <span class="creator" itemprop="author" itemscope itemtype="http://schema.org/Person"> <a itemprop="url" rel='nofollow' href='https://forum.manager.io/u/razumi'><span itemprop='name'>razumi</span></a> </span> <span class="crawler-post-infos"> <time itemprop='datePublished' datetime='2025-03-22T04:45:58Z' class='post-time'> March 22, 2025, 4:45am </time> <meta itemprop='dateModified' content='2025-03-22T04:45:58Z'> <span itemprop='position'>4</span> </span> </div> <div class='post' itemprop='text'> <p>This is perfect! I especially like that I can choose where I use Divisions, so I can limit it to only my customers. Thanks!</p> </div> <div itemprop="interactionStatistic" itemscope itemtype="http://schema.org/InteractionCounter"> <meta itemprop="interactionType" content="http://schema.org/LikeAction"/> <meta itemprop="userInteractionCount" content="0" /> <span class='post-likes'></span> </div> </div> </div> <div id="related-topics" class="more-topics__list " role="complementary" aria-labelledby="related-topics-title"> <h3 id="related-topics-title" class="more-topics__list-title"> Related topics </h3> <div class="topic-list-container" itemscope itemtype='http://schema.org/ItemList'> <meta itemprop='itemListOrder' content='http://schema.org/ItemListOrderDescending'> <table class='topic-list'> <thead> <tr> <th>Topic</th> <th></th> <th class="replies">Replies</th> <th class="views">Views</th> <th>Activity</th> </tr> </thead> <tbody> <tr class="topic-list-item" id="topic-list-item-26051"> <td class="main-link" itemprop='itemListElement' itemscope itemtype='http://schema.org/ListItem'> <meta 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