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3 | Accounts Created Last 7 Days Excluding Some Account Groups (Custom Report)

Currently, the only way to generate a report through Bepoz for Accounts Add is through the Audit report, if the client requires some more details to the report then the only other method is through a select query via Custom reports. The ParentID not in is not mandatory but there is a current limitation on the custom report where filtered views are not saved.

Currently, the only way to generate a report through Bepoz for Accounts Add is through the Audit report, if the client requires some more details to the report then the only other method is through a select query via Custom reports.

The ParentID not in is not mandatory but there is a current limitation on the custom report where filtered views are not saved.

Guide

  • Create a new Custom Report
  • SQL Command:

Select DateTimeCreated, AccountID,AccNumber,FirstName,LastName from account
where DateTimeCreated >= DATEADD(Day, -7, GETDATE()) and Parentid not in (1,0)