Summary
Description
Manage your customers and suppliers efficiently by generating various reports.
The Activity Report
Run this report to view the activities of customers or suppliers over a specific date range. This report is useful for tracking transactions and interactions.
Read how to download the contact activity report for more information.
The Address List
Run this report to access contact information and addresses for your customers or suppliers.
Read print an address list for contacts for more information.
The Statement Summary Report
This report shows the information that appears on your customers’ statements.
This is useful if you automatically send statements by email but also want to see the information on the statements. You can also view multiple statements on the same report for one or more customers.
Read check customer statements for more information.