Account, Class and List Filters

The Account, Classes, Customers, Products, and Sales Reps (plus Vendors, which will appear for appropriate queries) allow the filtering of your data on any of those criteria. You will get a selection screen that looks like this:

Jobs are listed as children of the customers. Check the customers/jobs that you want to appear in the results. For some of the filters, you can select from (and define) alternate hierarchies. For example, to select customers by shipping state, use the Hierarchy drop-down: