What is the Matching section in the Customize box of Reports?
The Matching section in the report customization window helps you quickly locate specific transactions within a report. Instead of manually scanning long lists, you can enter criteria to filter the results and find exactly what you need.
To access the Matching section, open a report and select Customize. In the Filters list, look for the Matching section.
How to use the Matching section
When you expand the Matching section, you can search for transactions based on the following fields:
- Amount
- Memo
- Number (transaction number)
- Reference No.
- Custom fields (only if custom fields are enabled for the transaction type)
- Ship Via (only if shipping preferences are turned on)
Availability by report
Not all reports support every Matching field. The availability of these filters depends on the specific report type and your subscription level.
Common reports that support Matching filters include:
- Transaction List by Customer
- Transaction List by Vendor
- A/R Aging Detail (typically limited to custom fields)
- Unbilled Charges
- Estimates by Customer
- Sales by Customer Summary and Sales by Customer Detail (typically limited to custom fields)
- Bill Payment List
- Time Activities reports (typically limited to memo)
If you do not see the Matching section or a specific field within it, that report does not currently support filtering on that criteria.