Printing A/R Period Statistics Reports

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 you selected for customer, group, and national account statistics on 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.

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

To print the A/R Customer Period Statistics report:

  1. Open Accounts Receivable > A/R Customer Reports > Customers.
  2. From the Report Type list, select Customer Period Statistics.
  3. 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.
  4. 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 Customer Group Period Statistics report:

  1. Open Accounts Receivable > A/R Customer Reports > Customer Groups.
  2. From the Report Type list, select Customer Group Statistics.
  3. Specify whether to include the number of documents that make up the total amount for each type of transaction listed on the report.
  4. Select the ranges of groups, years, and periods to include.
  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.

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

  1. Open Accounts Receivable > A/R Customer Reports > National Accounts.
  2. From the Report Type list, select National Account Period Statistics.
  3. Specify whether to include the number of documents that make up the total amount for each type of transaction listed on the report.
  4. Select the ranges of national accounts, years, and periods to include.
  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.