Run Summary with detail report by account code

[John Richard Procter]

Run Summary with detail report by account code, excluding blank account codes

Choose Reports
Click on Custom Reports

Click on +
Enter new report name at DESCRIPTION

Now select report options:
Report Options: Tick SUMMARY & INCOMING CALLS
Select Records: Tick BETWEEN DATES
Order by: Tick WHEN(DETAIL ONLY)
Summary reports format: Tick DETAIL WITH SUMMARY
Maximum records: Enter 0 (for all records)

Group by: ACCOUNTCODE
If accountcode must not be displayed on report, group by USER.
The user name and extension will be displayed (if user associated with extension,
else only user name will be displayed).

Field selection: Choose "ACCOUNTCODE"
"<>"
"<BLANK>"
[Don't include the quotes]
This is to exclude blank account codes.

Between dates: enter dates for report.

Click on the Tick(to save new report settings)