Add Report in Companies for Missing Trades
Add a report for vendors with missing trades (similar to missing emails, phone, etc).
12
votes
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You can now create this Report using the new Custom Reports feature! Go to Companies> Reports
1. Create Report
2. Name your report and Select the Columns data you want to see (ie. Company may be all you need)
3. Create a filter from the pull-down list…. select Company: Trades, then change “Within” to “Is Empty”
4. Click “Add Filter” and then “Save & Preview”.
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Brandan King commented
To make it easier for D.stephenson we would like to add Missing Trades to our Report log.