AM12 Sample Reports

The Customer Reports provide a variety of information about your customers including granted credit limits and discounts, contacts, additional addresses and recurring invoices as well as the summary and detailed listing of customer transactions. Each report has several options and criteria so you can narrow down data to the specific information you need. Read the information below to get a closer look at each of the Customer Reports available in AccountMate.

Customer Listing

The Customer Listing provides detailed information of your customers including company names, aliases and websites as well as the contact persons and currency codes used. You can use this report as a reference of your customer base.

You can generate this report for active customers only, inactive customers only or all customers. You can also select to show in the report the remarks specified in the customer record’s Notepad tab and to set the company names to wrap to the window size.

Customer Credit Limit and Discount Listing

The Customer Credit Limit and Discount Listing provides information on your customer’s credit limit, discount arrangements and other related data. This report together with the Aging Report is especially helpful in analyzing your customers’ credit standing.

You can generate this report for active customers only, inactive customers only or all customers. You can also opt to show in the report the customer’s credit history.

Customer Contact Listing

The Customer Contact Listing provides information on customer contact persons and other contact information. It serves as a quick reference list of your customer contacts. This report is useful in determining your customers’ contact persons whom you can communicate with concerning your customers’ accounts and/or sales arrangements. You can also use this report as reference when performing mass mailings to customer contacts.

You can select to show active customers only, inactive customers only, or all customers. You may also select to show in the report the remarks entered in each customer record’s notepad.

Customer Additional Address Listing

The Customer Additional Address Listing shows supplemental addresses of customers with offices or warehouses in multiple locations. This report supplements the Customer Listing report.

You can select to include only the customers with active status, only the inactive customers, or all customers.

Customer Inventory Listing

The Customer Inventory Listing provides information about inventory items that have been set up with alternate inventory numbers and descriptions defined by customers to match their own inventory requirements. It allows you to see both your own assigned inventory number and description for each item as well as the customer inventory number and description for the same item.

This report is useful for cross-referencing the inventory item numbers and descriptions used when selling and shipping items to the customers with those used for tracking inventory.

You can select to show the price history in the report.

Recurring Invoice Report

The Recurring Invoice Report provides information on the recurring invoice templates that you have set up for each customer. This report is useful for reviewing the recurring invoice templates prior to updating or deleting them. It also helps you identify the customers for whom these recurring invoice templates are set up and helps you assess when invoices should be generated from the templates.

You can select to generate this report only for recurring invoice templates with active status, only for inactive templates, or all recurring invoice templates. You can also choose to show multi-currencies in the report.

Customer Transactions Summary Listing

The Customer Transactions Summary Listing provides summary information on each customer’s sales invoice transactions and payments made within a specific period. The report is useful when viewing and monitoring customer-related transactions and serves as a supporting document for reconciliation of customers’ balances.

You can elect to generate this report only for invoice transactions, only for payment transactions, or for all customer transactions. You can further elect to include voided invoices and voided payments in the report. You also have the option to generate a consolidated report for the subsidiary accounts and their designated parent account. This option is applicable only when you are generating the report for an individual customer.

Customer Transactions Detail Listing

The Customer Transactions Detail Listing provides detailed information on each customer’s sales and payment transactions. This report lists the sales invoices’ line items and payments made for these invoices. It is useful for analyzing customer purchase and payment patterns during a specific period. It also serves as a supporting document for reconciliation of customers’ balances.

You can choose to generate this report only for invoice transactions, only for payment transactions, or for all customer transactions. You can further elect to include in the report the voided invoices and voided payments. You may configure the report to show the kit items’ formulas, serial numbers, lot numbers and/or kit numbers, if any. You also have the option to generate a consolidated report for the subsidiary accounts and their designated parent account. This option is applicable only when you are generating the report for an individual customer.

Customer Report E-mail History

The Customer Report E-mail History log shows certain individual special reports that AccountMate automatically e-mailed to each customer. This log helps users review which special reports were automatically sent by AccountMate to the customers, the date and time when the e-mails were sent, and whether the e-mails were successfully sent.