×
Menu
Index
Search
 
   
   
   
 
  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.701  Help ID: 877

Reporting Gift Transactions

In addition to creating a gift registry for the bride, the purchaser will also have a record of their purchase history regarding gifts for individuals.  
 
The report options within AR | Customer File | Reports | Gift Report provide reports with gifts given and received.  
 
For a detailed report of gifts given, select the Associated Customer ID account within AR | Customer File, go to the Reports tab, click on Gift Report, and select the Gifts Given type option.
Reporting Gift Transactions
1

Select Gift Report

1. Select Gift Report
2

Select the desired Report Type

2. Select the desired Report Type
The Gifts Given report presents the occurrences of gifts given by the selected customer account.
The Gifts Received report presents the occurrences of gifts received by the selected customer account.
3

Select Generate

3. Select Generate
Select Generate to create the report
4

Select to Display report

4. Select to Display report
5

Select to Print report

5. Select to Print report
The report printer is assigned in Company Setup > Workstation > Printing > Report Printer.