AM Enterprise 2023 Sample Reports

The Activity Reports provides information about the types of activities and activity rights set up in AccountMate. It also provides information on customers’ activities.

Each of the Activity Reports is especially designed with options you can choose that narrows down data to the specific information you need. Read the information below to get a closer look at each of the Activity Reports available in AccountMate Enterprise.

Activity Type and Rights Listing

If you want to view the list of activity types and activity rights records set up in AccountMate, generate the Activity Type and Rights Listing. This report provides a quick view of the nature of your company’s activities and processes (i.e., customer complaints, contract negotiation, etc.) during transacting with your customers. This report also helps you identify which users have the rights to view/update a certain activity type.

You can generate the report showing only the activity types.

Customer Activity Listing

The Customer Activity Listing keeps track of your customers’ activities. It provides information on how often the customer transacts with your company. This report is useful when making decisions that involve granting requests for customer discounts, continuing to supply goods or services to the customer, or making special arrangements with the customer.

You can choose to include in the report the customer activity records associated with certain transaction types. You may also show the activity remarks in the report.