Printing Activity Statistics Reports

You can print an Activity Statistics report for customers and for national accounts, if you use national accounts in your Accounts Receivable system.

The reports list information about the sales and payment history for the current year to date and previous fiscal year for the customer records and national accounts in your Accounts Receivable system.

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

When to Print

Print the report when you need to check on account activity, such as the last time a customer's check was returned to you NSF, the average number of days it takes a customer to pay invoices, the last time a customer was charged interest on an overdue document or account balance, or the date a customer's balance was last revalued (if your Accounts Receivable system uses multicurrency accounting).

  • Verify the print destination and, if necessary, turn on and connect the printer.

To print the A/R Customer Activity Statistics report:

  1. Open Accounts Receivable > A/R Customer Reports > Customers.
  2. From the Report Type list, select Customer Activity Statistics.
  3. Select an account type.
  4. If you use multicurrency accounting, specify whether to print amounts in customer currency or your company's functional currency.
  5. Specify up to four selection criteria. If you do not specify selection criteria, the report includes all customer records for the account type you select.
  6. Specify up to four sorting criteria. If you do not specify sorting criteria, the report sorts customer records by customer number.
  7. Click Print.
    • If you are printing to a physical printer, the Print window appears. Confirm your printer selection and the number of copies to print, and then click OK. Otherwise, click Cancel or Setup.
    • If you are printing to the screen (preview), the report appears in a new window. You can print the report or export it to a file.

      Note: For Web-based clients, the preview screen appears first when you click the Print button.

    • If you are printing to a file, the Export window appears. Specify the file format (for example, PDF, DOC, or XLS). Also, specify a destination for the file:

      • Application. View the report in an application that can open files of the specified format (for example, if you specify PDF as the file format, the report opens in Adobe Acrobat). You can then save the file.
      • Disk file. Save the report to a location you specify.
      • Microsoft Mail. Send the report as an e-mail attachment.

      You can enter the name of a non-existent file or directory to be created by the system when you print. When you print to a file, the report is assigned a unique name, for example, CS1000.TXT.

    • If you are printing to e-mail, an e-mail message appears with the report attached.

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

  1. Open Accounts Receivable > A/R Customer Reports > Customers.
  2. From the Report Type list, select National Account Activity Statistics.

  3. If you use multicurrency accounting, specify whether to print amounts in customer currency or your company's functional currency.

  4. Select a range of national account numbers.
  5. Click Print.
    • If you are printing to a physical printer, the Print window appears. Confirm your printer selection and the number of copies to print, and then click OK. Otherwise, click Cancel or Setup.
    • If you are printing to the screen (preview), the report appears in a new window. You can print the report or export it to a file.

      Note: For Web-based clients, the preview screen appears first when you click the Print button.

    • If you are printing to a file, the Export window appears. Specify the file format (for example, PDF, DOC, or XLS). Also, specify a destination for the file:

      • Application. View the report in an application that can open files of the specified format (for example, if you specify PDF as the file format, the report opens in Adobe Acrobat). You can then save the file.
      • Disk file. Save the report to a location you specify.
      • Microsoft Mail. Send the report as an e-mail attachment.

      You can enter the name of a non-existent file or directory to be created by the system when you print. When you print to a file, the report is assigned a unique name, for example, CS1000.TXT.

    • If you are printing to e-mail, an e-mail message appears with the report attached.