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How do I create a custom report that for example lists all clients that have a return in CA?

cgodfrey
Level 2
 
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George4Tacks
Level 15

Not everything is available that you might want and it can sometimes be buggy, but here is how to:

https://proconnect.intuit.com/community/customize-reports/help/creating-custom-database-reports/00/5...

 


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