I need to be able to filter the activity report by client.

On my Activity report clone's Report Info inspector, I copied the "Project" (pop-up menu filter) settings from another report into the "User Input" list (the Date Range filter setting was already in there).

Unfortunately, I couldn't get my attempt at a Client Filter to work. Here are my Popup Menu settings... Any help would be so appreciated.

Mandatory: Check (this works)

Label: Client:
Key: client
Kind: Objects

Menu Title Key: name
Value Key: self


-- script --
clients := objectContext objectsForEntityNamed:'Client'.

"sort by name"
sort := (((NSSortDescriptor alloc) initWithKey:'company' ascending:true) autorelease).
sortings := {sort}.

sorted := clients sortedArrayUsingDescriptors:sortings.

sorted.
--- end script ---


Any ideas?

Still waiting on a reply from Marketcircle. I'm shocked that being able to filter a report by clients is such a daunting task.

I just went to print a report of all fees and costs incurred by a client for the first time - and found that there is no way to do it built into the system!

I have to agree with Rob T - I'm also shocked that Billings can't do this right out of the box. I'm not a programmer, or a designer, and this sort of report is elementary in many lines of business. In law, for example, I frequently need to seek an award of attorneys' fees and costs from the court or in settlement. I need to be able to isolate the client's fees and provide a complete accounting if necessary. Help us out here, please.

Being able to filter any of the reports by clients would be soooo useful!

I've since sent at least 2 emails to Marketcircle support, and not a single response (other than the autoresponder).

Without being able to filter activity by client, this software is useless to me. It's a shame, too, because there are a lot of things I like about the software.