Printing the A/R Customer Group List Report

You use the A/R Customer Groups screen to print the Customer Group List report and the Customer Group Statistics report.

• The Customer Group List report lists the information entered to define the customer groups used in your Accounts Receivable system, and the customers assigned to each group.
• The Customer Group Statistics report lists 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 customer group during the period covered by the report.

For more information, see A/R Customer Groups Report.

When to Print

Print the A/R Customer Group List report when you add, change, or delete customer groups.

To print the A/R Customer Group List report:

1. Open Accounts Receivable > A/R Customer Reports > Customer Groups.
2. From the Report Type list, select Customer Group List.
3. Specify whether to include customer group profile, members, and/or optional fields in the report.
4. Select a range of customer groups to include in the report.
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.