List All Inactive Sub-Customers and Display the Parent Customer

Create a Saved Search of all Inactive Sub-Customers and Display the Parent Customer.

 

Solution

  1. Log in as Administrator

  2. Navigate to Reports > Saved Searches > All Saved Searches > New

  3. Select Customer

  4. Provide a Search Title

  5. In the Criteria tab > Standard subtab:

•         add Sub of = none of -None-
•        add Inactive = True

  6. In the Results tab, Columns subtab:

        Add a Formula (Text) field with Formula = {parent} to display the parent customer

  7. Click Save & Run