QBFC:自定义报告-按自定义字段过滤 [英] QBFC: Custom Reporting - Filter by custom field

问题描述

关于我的上一个问题: 基于电子邮件地址的qbfc CustomerQuery?

In reference to a previous question of mine: qbfc CustomerQuery based on email address?

是否可以创建客户的自定义详细报告，并使用自定义字段过滤"该报告.我必须承认，我并没有真正了解CustomDetailReports，因为我不需要实现它们，而且从未如此.

Is it possible to create a custom detail report of customers, and using a custom field to "filter" the report. I must admit, I am not really clued in on CustomDetailReports, as I have no need for implementing them, and never had.

但是它看起来确实应该按照它所说的去做，一个自定义报告可以为您提供信息速查本?

It does however look like its supposed to do just what it says, a custom report feeding you info form quickbooks?

我正在尝试做的是在详细报告中获取客户列表，并根据自定义字段值过滤该报告.这样，我可以缩小需要检查的客户的可能性，并获取他们的ListID或FullName.

What I am attempting to do, is get a list of customers in a detailed report, and filtering that report based on a custom field value. This way I can narrow down my possibilities of customers I need to check for, and get their ListID's or FullNames.

目前，我正在使用一个客户查询返回所有客户，并逐一遍历他们，以找到想要的人.随着客户的增加，这正在成为一个缓慢的过程.

Currently I am returning all the customers using a customerquery, and iterating through them one by one to get the guy I am looking for. This is becoming a slow process as the customers increase.

我可以将自己的引用存储在外部数据库中，并使用该引用将电子邮件地址引用到客户的ListID，但是根据Quickbooks的理念，我真的很想仅使用Quickbooks中存储的数据来实现此目的， 一次存储数据"

I can store my own reference in an external DB, and use that to reference an email address to a customer ListID, but I would really like to achieve this with the data stored in Quickbooks only, as per the Quickbooks philosophy of, "Store Data Once"

在我花力气尝试实现自定义报告之前，可以使用自定义详细信息报告"实现上述类似的功能吗?

Before I spend resources on trying to implement a custom report, can something like the above be achieved with Custom Detail Reports?

谢谢.

推荐答案

是否可以创建客户的自定义详细报告，并使用自定义字段过滤"该报告.

Is it possible to create a custom detail report of customers, and using a custom field to "filter" the report.

不. QuickBooks不支持此功能.

Nope. QuickBooks does not support this.

但是它看起来确实应该按照它所说的去做，一个自定义报告可以向您提供快速表单中的信息?

It does however look like its supposed to do just what it says, a custom report feeding you info form quickbooks?

它将显示一个自定义报告，是的，但是它不允许您按自定义字段对其进行过滤.

It will display a custom report, yes... but it won't allow you to filter it by custom fields.

目前，我正在使用一个客户查询返回所有客户，并逐一遍历他们，以找到想要的人.随着客户的增加，这正在成为一个缓慢的过程.

Currently I am returning all the customers using a customerquery, and iterating through them one by one to get the guy I am looking for. This is becoming a slow process as the customers increase.

您是否考虑过在应用程序中缓存客户?那会更快.然后，您可以定期对QuickBooks进行查询，以获取自上次运行查询以来已更新的客户(例如，数据的增量同步).

Have you considered instead caching the customers in your app? That would be much faster. Then you can just periodically run a query against QuickBooks to get customers that have been updated since the last time you ran the query (e.g. incremental sync of data).

我可以将自己的引用存储在外部数据库中，并使用该引用将电子邮件地址引用到客户的ListID，但是根据Quickbooks的理念，我真的很想仅使用Quickbooks中存储的数据来实现此目的， 一次存储数据"

I can store my own reference in an external DB, and use that to reference an email address to a customer ListID, but I would really like to achieve this with the data stored in Quickbooks only, as per the Quickbooks philosophy of, "Store Data Once"

我的个人经验是，不幸的是，QuickBooks允许/使用的查询语法过于严格，以致于不切实际.

My personal experience has been that, unfortunately, the query syntax that QuickBooks allows/uses is too restrictive for that to be realistic.

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