| **Take On Date From / Take On Date To** | Select a date from and to that you want to pull a report for new clients |
| **Trans Date From / Trans Date To** | Select the date from and to that you want to pull a transaction report for, for new clients. |
| **Region** | You can pull the report for all your debtors, or you can select a specific Region from the drop-down menu if you have set up Regions for your debtors. |
| **Category** | To generate the report, the user has to select the category from the drop-down menu |
| **Billing Group** | If you have billing groups like, Subscriptions, you can pull a report for these specific groups, or you can pull a report that will include all transactions. |
| **Sort By** | Choose from the drop-down menu how you would like your report sorted, your options are by date, Document No, Reference, Action or debtor. |
| **Division** | If you have set up divisions for your debtors, you can pull the report for all your debtors or you can select a specific Division from the drop-down menu. |
| **Sales Rep** | If you want to run a report by a specific sales rep, then you will need to select the sales rep on the drop-down menu. If you leave the sales rep on all the report will run by all sales rep. |
| **Account Manager** | You can pull the report for all your debtors, or you can select a specific Account manager from the drop-down menu if you have set up Account Managers for your debtors. |
| **Sub Sort By** | Sub Sort the report by selecting one option from the drop-down menu allows the user to pull a report with a secondary criteria that will be sorted by either, Code, Description, Warehouse or Bin location. |