Printing the Customer Comments Report

The A/R Customer Comments Report lists comments from your customer records. You can select the customers and specify a range of follow-up dates to include on the report.

When to Print

Print the report when you need a report of customer comments.

To print the Customer Comments report:

1. Open Accounts Receivable > A/R Customer Reports > Customers.
2. In the A/R Customers Report screen, select Customer Comments for Report Type.
3. If you want to limit the comments on the report to those in a specific follow-up date range, specify the From and To dates in the Follow-up Date row of the table.
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. Click Print.