Accounts Receivable > Printing Reports > Customer Reports > Customer Period Statistics

Printing the Customer Period Statistics Report

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Printing Accounts Receivable Reports

A/R Customers screen

The A/R Customer Period Statistics Report lists the total amount of invoices, receipts, discounts, debit and credit notes, write-offs and adjustments, interest charges, and returned checks for the selected customers during the period covered by the report.

Note: 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. This report lists statistics for the type of year and period selected on that screen.

To print the Customer Period Statistics Report:

  1. Open Accounts Receivable > A/R Customer Reports > Customers.
  2. On the A/R Customers Report screen, select Customer Period 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. Specify the year and period in the From and To columns in the Year and Period rows of the table.
  5. 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.

  6. For Sort By and Then By, select the order to list customers on the report. You can choose one to four sort orders.
  7. If you use multicurrency accounting, for Print Amounts In, select whether to show amounts in the customer currency or the functional currency.
  8. 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