Use Configure Report at the top of the Customers tab to select which account codes to include in any Customer page report.
Go to Customers (Top Navigation Menu) > Select the report you wish to edit (Left Sidebar).
Then use Configure Report (top right) > Filters, to reveal the filter menus.
You will see menus for the following:
- Invoice Source
- Organization (if relevant)
- Accounts
- Tracking Codes
- Customer Tags/Segements (if relevent)
Select the accounts you wish to view, then Save Report (to over-write the existing report) or Save As New (to create a new report with the selected filters).
The new report will then be available on the left sidebar for all users. (Don't forget to rename it appropriately if you have selected to “Save As New”).
If you are changing the accounts behind MRR or ARR specifically, see How to add or remove accounts from MRR and ARR for how the change flows through to the dashboards, metrics and charts that use the global report.
Read more about different Customer tab reporting options in Setup 1: Configure and validate revenue recognition.