Customer Transactions report
The Customer Transactions report shows a record of all transactions against customer accounts for a defined period of time.
To run the Customer Transactions report, go to the Customers module. Select ...More Options in the toolbar and choose Transactions from the options.
The Customer Transactions report window opens.
- From and To dates - set the date range to report within.
- Group By - by default the report is unsorted. Use Group By to sort by Account or Transaction Type.
- Transaction Type - by default, the report shows all transactions. Use the Transaction Type to report either Customer Adjustments, Customer Invoices or Customer Payments. When a selection is made, the report only returns the selected option.
Select Run Report to process.
The Customer Transactions report opens in a report window with options to Print or Download. If a grouping has been chosen, this is shown next to the report name.