AR Customer List

Lists Customer Information with the option to show Financial Information. Create a variety of Customer Lists based on Current or Prior year sales, Prepaid balances or past and total due.

Access
Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Customers.
Grant permission to the individual report > Customers > Customer List.

Create Your Report

Choose a Report Order of

  • Customer ID
  • Name

Select the Report Type ofSummary or Detail.

The Print Financial Info checkbox to include Financial information on the report, selected by default.

Use the Financial Info drop down list to choose the type of Financial information to include on the report

  • Current Year Sales/GM- Current Year Sales and Gross Margin
  • Prior Year Sales/GM- Prior Year Sales and Gross Margin
  • Current Prepaid Balances
  • Past Due/Total Due

Click Omit Zero Sales to exclude any account with zero sales.

AR Filter will filter the report by limiting which customers to include. See Using a Customer Filter for more information.

All IDs selected by default in ID Range. Remove the checkmark and create an ID range by specifying

  • From- Enter a starting customer ID
  • To- Enter an ending customer ID

Include Chemical License information by selecting the Show Customers with License checkbox and define which licenses to included by specifying an expiration date in the Expires field and specify an operator to indicate how the date should be used by clicking on it. Select

  • Greater than or equal to
  • Less than or equal to
  • Equal to
  • Not equal to

All Field Reps selected by default in the Field Rep Selection section. Select One Field Rep and enter an Operator ID or select F12 to search.

Select Preview to view the report onscreen.

Select Print to send the report directly to the default printer.

 

Understanding Your Report

Customer List Summary example report

Cust. ID- Customer ID, the Customer ID assigned to the account. Customer Name- The Customer Name

If creating a Detail report, the customer billing address is included.

Contact- Any Contact name found on the account.

Phone- The Phone number from the Phone 1 field on the account. Detail reports include Fax numbers on an account.

If included, the Chemical License number associated with the account. and Chem Lic Exp- Chemical License Expiration, the Expiration date on the chemical license.

S displays the account Status,

  • A- Active
  • I- Inactive
  • D- Delete

St- Statement, indicates if the account is set to receive a statement as indicated on the Info-Setting tab on the account.

  • Y- Yes, the customer does receive a statement.
  • N- No, the customer does not receive a statement.

A detail report will indicate if the Statement is Paper.

F indicates Finance Charge

  • Y- An interest rate percentage is included on the account.
  • N- No interest rate percentage is included on the account.

Lst Pmt- Last Payment, Date the last payment was received on the account.

If creating a detail report, Date Nw, Date New, provides the date the account was added and Lst Inv, the date of the last invoice is included.