Printing the Customer Activity Statistics Report

The Customer Activity Statistics Report lists information about the sales and payment history for the current year to date and previous fiscal year for the selected customers.

Note: In order to track statistics for customers, the Keep Statistics option must be selected in the Customer, Nation Account, and Group Statistics area on the Processing tab of the A/R Options screen.

To print the Customer Activity Statistics Report:

1. Open Accounts Receivable > A/R Customer Reports > Customers.
2. On the A/R Customers Report screen, select Customer Activity Statistics for Report Type.
3. If you want to include the number of documents that make up the total amount for each type of transaction listed on the report, select the Number of Documents option in the Include area.
4. Select the customers to include on the report. More...
   1. For Account Type, choose whether you want to include all types of customers, only Open Item customers, or only Balance Forward customers.
   2. In the Select Customers By table, you can choose one to four selection criteria to limit the customers included on the report.

      For the first selection, choose from Customer Number, National Account, Customer Group, Billing Cycle, and Short Name. For the remaining three selection criteria, you can also choose additional fields to limit the customers.

      You can then specify the range for each of the selection criteria that you choose.

      If you do not choose any selection criteria, the report includes all customers with the account type you select.

5. For Sort By and Then By, select the order to list customers on the report. You can choose one to four sort orders.
6. If you use multicurrency accounting, for Print Amounts In, select whether to show amounts in the customer currency or the functional currency.
7. Click Print.

   The report appears in a new Sage 300 window. You can print the report or export it to a file.

Last published: 4/8/2016