Printing A/R Period Statistics Reports

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The Period Statistics reports list the total amount of invoices, receipts, discounts, debit and credit notes, write-offs and adjustments, interest charges, and returned checks you have recorded for a given customer, customer group, or national account during the period covered by the report.

The reports list statistics for the type of year and period selected in the Customer, Nation Account, and Group Statistics area on the Processing tab of the A/R Options screen.

For more information, see A/R Period Statistics Reports.

When to Print

Print the report when you need a summary of statistics, such as at the end of each reporting period.

To print the A/R Customer Period Statistics report:

Open Accounts Receivable > A/R Customer Reports > Customers.
From the Report Type list, select Customer Period Statistics.
Select the account type, currency (if you use multicurrency accounting), whether to include the number of documents that make up the total amount for each type of transaction listed on the report, the years and periods for which to include transactions, and up to four selection and sorting criteria.
Click Print.
The report appears in a new Sage 300 window. You can print the report or export it to a file.

To print the A/R Customer Group Period Statistics report:

Open Accounts Receivable > A/R Customer Reports > Customer Groups.
From the Report Type list, select Customer Group Statistics.
Specify whether to include the number of documents that make up the total amount for each type of transaction listed on the report.
Select the ranges of groups, years, and periods to include.
Click Print.
The report appears in a new Sage 300 window. You can print the report or export it to a file.

To print the A/R National Account Period Statistics report:

Open Accounts Receivable > A/R Customer Reports > National Accounts.
From the Report Type list, select National Account Period Statistics.
Specify whether to include the number of documents that make up the total amount for each type of transaction listed on the report.
Select the ranges of national accounts, years, and periods to include.
Click Print.
The report appears in a new Sage 300 window. You can print the report or export it to a file.