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  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.727  Help ID: 291

Reports Tab

For more information about the Reports tab, see the video 02-010-005 AR: Customer File - Reports Tab.
 
Several reports can be run specific to the current customer.
 
Hover over the number in the image below and click on the button in the pop-up window to go directly to that report, or click on the button below the image.
  Reports Tab
1
1.
Lists invoices, credits, and payments
2
2.
Lists gifts given or received by the customer
3
3.
Provides an invoice report or summary of purchased items
4
4.
Provides detailed invoice summaries
5

5.
Lists payments made by type
6
6.
Lists Internal Rewards coupons used
7
7.
Provides sales data
8
8.
Provides data on service item usage
9
9.
Provides an invoice report or summary of purchased items
10
10.
Lists all rental contracts
11
11.
Lists inventory item prices, including customer discounts
12
12.
Prints the customer's AR statement
13
13.
Lists open invoices by job
14
14.
Lists all email communications
15
15.
Shortcut to the Sales Order module
16
16.
Allows you to review past statements
17

Report Forms

This allows you to select forms for the reports shown.  Click the drop-down arrow to select the appropriate form.  You can select an alternate printer to print to.
 

The contents of Reports Tab

Ledger
Gift Report
Charge Invoice
Invoice Detail
Payments
Coupons
Sales Report
Invoices
Rentals
Price List
Statement
Open Invoices
EMail
View Statement