Thanks as always QMcKay - Sorry I have not replied sooner, I have been doing a lot of reading about tasks (which you seem to like a lot! and custom reports.
I am happy with the way in which we process transactions ahead of a customer’s arrival, so I have been concentrating on custom reporting and I think I am starting to make progress. In particular, I think the table report approach should work well for us here.
Just one thing as I move forward - Do you know if it’s possible to include comments in the customer reports (I really like adding comments to things like this so I remember what I was doing when I come back to things months later). I have tried using -- Comment (as in Ticket layouts) but that is not working.
Here is what I have got so far to give me a list of customers who owe money (with comments that appear in the report at the moment).
-- Find customers who have non zero balances
-- :Fields to reutrn
-- | :Conditions (select the entity type I want to look for)
-- | | :Although we are asking for 2 fields, only output the first one (index 0)
-- | | | :???Not sure what this section is for???
-- | | | |:Only output the value where the second field is not zero (the second field is the balance, even though it's not output)
-- | | | || :Use a comma to separate each field (useful because we will use this in another report)
{REPORT ENTITY DETAILS:E.Id,E.Balance.sum:(ET=Customers):{0}::($2!=0):,}
I wonder if you or @emre could answer the question on the 5th line (with the ???) - I have read Emre’s post here which tries to explain these sections, but it doesn’t quite match with the number of sections I have here.