Summary
Description
To help you manage your customers and suppliers, you can produce the following reports:
| Activity Report | This report is useful if you want to see your customer or supplier activity. You can produce the report for one or more customers or suppliers for a specified date range. |
| Address List | This report shows the addresses and contact information for a range of customers or suppliers. This is particularly useful if you have multiple contacts and addresses for your contacts. When you produce the report, you can choose the type of address you want to appear. For example, you might want to produce a report that shows all of your customers’ delivery addresses. |
| 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. |
These reports, once generated, can be downloaded as PDF files.
Resolution
To produce the Activity Report
- Contacts > Customers or Suppliers > Select the check box next to the contacts you want to view the activity for.
TIP: To quickly select all customers or suppliers, select the check box on the menu bar. - More > Activity Report.
- Enter the dates you want to run the report From and To > Click Generate.
TIP: The report automatically downloads. A message appears on your menu bar to let you know when it’s ready. The amount of time the report takes to download depends on the amount of data you’re exporting. You can continue to work while the report downloads.
- Once the report has been downloaded, from the menu bar, choose the required report.
Depending on your internet browser, the PDF opens in a new window or tab. Open your browser's File menu then choose to print or save the report.
To produce the Address List
- Contacts > Customers or Suppliers > Select the check box next to the contacts you want to produce the report for.
TIP: To quickly select all customers or suppliers, select the check box on the menu bar.
- More > Address List.
- If required, choose the type of address you want to show on the report > Click Generate.
TIP: The report automatically downloads. A message appears on your menu bar to let you know when it’s ready. The amount of time the report takes to download depends on the amount of data you’re exporting. You can continue to work while the report downloads.
- Once the report has been downloaded, from the menu bar, choose the required report.
Depending on your internet browser, the PDF opens in a new window or tab. Open your browser's File menu then choose to print or save the report.
To produce the Statement Summary Report
- Contacts > Customers > Select the check box next to the customers you want to produce the report for.
TIP: To quickly select all customers, select the check box on the customer menu bar.
- More > Statement Summary Report.
- Enter the dates you want to run the report from and to > Generate.
TIP: The report automatically downloads. A message appears on your menu bar to let you know when it’s ready. The amount of time the report takes to download depends on the amount of data you’re exporting. You can continue to work while the report downloads.
- Once the report has been downloaded, from the menu bar, choose the required report.
Depending on your Internet browser, the PDF opens in a new window or tab. Open your browser's File menu then choose to print or save the report.
Africa
Asia
Australia
Canada
France
Kenya
Nigeria
South Africa
Spain
United Arab Emirates
United Kingdom
United States