Customer Link Financial Performance

General Ledger>Reports>Report List 

 Customer Link financial performance report monthly 

 

 

 

 

 Debtor From / 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. 

 

 

 Year 

 Select the financial year you are running the report for  

 

 

 From Period / Period To 

 Select the period From and the period to from the drop-down arrow 

 

 

 Division 

 If you have multiple Divisions, by selecting this will add this column to your report. 

 

 

 Sort By 

 Sort the report by selecting one option from the drop-down arrow. Options area: by Code, Description, Group Code or Bin Location 

 

 

 Division or Region 

 Select if you are wanting to pull your report by Division or Region 

 

 

 Account Level 

 

 

 

 Region 

 If you have Regions, this will add Regions to the report. 

 

 

 Excl. Customer Zero 

 

 

 

 Customer By Column