Customer Activity Report
If you need to see the history on a customer's account, you can run the report below.
This report generates various sales invoice statuses and a corresponding value, if applicable. The various stages are Invoice, Allocation, Payment, and Outstanding. To generate the report, complete the following steps.
- On the Reports page, under the SALES heading, click Customer Activity.
- The Customer Activity page appears. Enter the criteria based on the guidance below.
- The report is generated.
| FIELD | STEP |
|---|---|
| CALENDAR | To set predefined time periods for the report, click the icon. |
| DATE TO | To generate the report for a time period, enter the date. If you have already used the CALENDAR icon, then you do not need to use this option. |
| CUSTOMER FROM | To generate the report between a range of customers, enter the starting customer name in the range. |
| CUSTOMER TO | To generate the report between a range of sales invoices, enter the ending customer name in the range. |