Debtors Summary Report

Debtors>Reports>Report List

This is a debtor’s summary report 

Debtor From / Debtor To	Select a Customer/Debtor you wish to view the report from. Select the Customer/Debtor you wish to see up to in the report.
Division	If you have multiple Divisions, byyou selectingcan thiseither select a specific division to pull a report for or if you select all, it will addinclude thisall column to your report.divisions.
Region	If you have Regions, thisyou can either select a specific region to pull a report for or if you select all it will addinclude Regionsall to the report.divisions.
Status	IfYou youcan selectchoose alla thespecific reportgroup will pull all statuses. Ifthat you want to viewpull a report byfor, status,you can select thefrom statusa ondifferent module or specific product group. You can also select all to add all statuses to the drop-downreport. menu
Account Manager	If you have accountAccount managers,managers set up, you can either select ana accountspecific manager fromto pull a report for or if you select all it will include all Account Managers in the drop-down menu to filter for only that person's accounts.
Sales Rep
Debtor Code
Division
Region
Status
Account Mgr	report.
Sales Rep	If you have salesSales reps,Reps set up, you can tickeither select a specific Sales Rep to pull a report for or if you select all it will include all Sales reps in the report.
Debtor Code	By ticking the Debtor Code box a column will be added to the report containing the Debtors code used at setup.
Division	If you have chosen All from the drop-down menu and If you have multiple Divisions, ticking the box and this will add this column to your report so you can filter per Division once report has been generated.
Region	If you have chosen All from the drop-down menu and If you have multiple Regions, ticking the box will add this column to your report so you can filter per Region once report has been generated.
Status	If you have chosen All from the drop-down menu and If you have chosen All Statuses, ticking the box will add this column to your report so you can filter per Status once report has been generated.
Account Mgr	If you have chosen All from the drop-down menu and If you have Account managers setup, ticking the box will add this column to your report so you can filter per Account manager once report has been generated.
Sales Rep	If you have chosen All from the drop-down menu and If you have Sales Reps setup, ticking the box will add this column to your report so you can filter per Sales Rep once report has been generated.
Financial Year From / Financial Year To	Select the Financial Year fromFrom and To, for theTo range that you want theto pull a report pulled forfor.
Financial Period From / Financial Period To	to select period fromSelect the drop-downFinancial menuPeriod From and To date range that you want to pull a report for.
Print Debtors with no transactions	toBy tickticking the box inthe orderreport towill include customers without transactions on the report
Custom Periods	toBy tickticking the box inthe orderreport towill include customa fieldsCustom onPeriod field in 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	By Ticking Compare Last year will add a column month by month so you can compare one period to another side by side.