I am looking to customize customer statements in the A/R Period End section. I can set up basic customizing by setting up a new form and going into design and making my changes, but I want to limit which customers are generated without having to enter a criteria each time. I would like to embed it into the Crystal Report. It seems to ignore the customization on fields such as customer number unless I place the information onto the basic print screen under selections which clears when you close the print window. Has anyone else tried doing this? There are certain customers I want to exclude.

Thank you.