the new “use the customer selection from customer tab/view” checkbox that has been added to reports that have customer selection allows you to run reports using the current customer selection.
here is the process…
– visit the customer tab/view
– apply any filter(s), e.g.; by state, territory etc.
– go to the reports tab
– select a customer based reports, i.e.; reports that have a customer selection drop-down
– click to select the new “use the customer selection from customer tab/view” checkbox
the report will be generated using the customer selection from the customer tab/view
