Debtors Summary Report

Debtors>Reports>Report List

This is a debtor’s summary report 

Debtor From	to/ select the debtor from which the summary report will run from
Debtor To	Select a Customer/Debtor you wish to selectview the debtorreport from. Select the Customer/Debtor you wish to –see up to limitin debtor’sthe summary reportreport.
Division	selectIf theyou divisionhave frommultiple theDivisions, dropby downselecting arrowthis will add this column to your report.
Region	If you have Regions, this will add Regions to select the region from the drop down arrowreport.
Status	toIf you select status fromall the dropreport will pull all statuses. If you want to view report by status, select the status on the drop-down arrowmenu
Account Manager	toIf you have account managers, you can select an account manager from the drop-down menu to filter for only that person's accounts.
Sales Rep
Debtor Code
Division
Region
Status
Account Mgr
Sales Rep	If you have sales reps, you can tick the box and this will add this to your report
Financial Year From / Financial Year To	to selectSelect the yearFinancial Year from and To, for the droprange downyou arrowwant the report pulled for
Financial Period From	to select period from the drop drop-down arrowmenu
Print Debtors with no transactions	to tick the box in order to include customers without transactions on the report
Custom Periods	to tick the box in order to include custom fields on the report
Financial Year To	to select year to from the drop down arrow
Financial Period To	to select period to, from the drop down arrow
Compare Last Year