AR Customer Reports - Add Layout

Navigator > Reports > Accounts Receivable > Customer Reports > Add Layout

You can add and customise layouts. Once you have added a layout, it becomes a report and will be available from the appropriate Reports folder.

See also Report Selections Form.


Layouts
Aged Balances	Reports the cached period balances available at any period.
Aged Balances Days	Reports the aged balances based on days aged for a specified number of days, to match days based statements. Defaults to 7 days.
Aged Balances Monthly	Reports aged balances based on calendar months ageing to match calendar month statements.
Contact	Includes the Contact fields and non-financial information from the Customer record. Reports on the contacts entered from AR Customer - Customer tab.
Contact Links	Lists Links attached to Contacts.
Customer	Contains the fields from the Customer masterfile. You can sort by Sales Area or Sales Person.
Customer Links	Lists Links attached to Customers.
Days Aged Balances	Reports the period balances based on days aged for a specified number of days, to match days based statements. Defaults to 7 days.
Delivery Address	Includes the Delivery Address fields and non-financial information from the Customer record. Prints delivery addresses entered from AR Customers - Banking/Delivery tab.
Sales Budget	Shows 12 period budget figures from the period selected back. Total is the total of budgets from earliest period included to the reporting period.
Sales Budget Comparison	Contains budget and activity figures for the selected period and year to date. Percentages compare budgets with activity, can be run as at the end of any period.
Sales Comparison	Contains sales for the selected period and the same period last year, year to date and last year to date (that is, to the same period). Percentages compare this period (year) to last period (year). This report can be run at the end of any period (including future periods for last year comparatives).