Custom Reports
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      1. INTERNAL - Bepoz Help Guides
      2. End-User | Reporting, Data Analysis & Security
      3. Custom Reports

      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)