Customer and Supplier Reports

The same reports can be found in the customer and supplier area.  For this example I will refer to the customer however it does refer to supplier too.

Access the Customer area from the Navigation bar or the Modules menu.

In the Customer toolbar section enter the icon Reports.

Customer Address List

Reports / Customer details reports / Customer address list

Criteria will be given where you have the ability to enter customer account numbers you will like to print between – leave as default if you would like to print all accounts, and click ok.

A full list of customer account, names and addresses will be listed along with any contact details.

Customer Activity Report

Similar to the customer address list this is found in the reports section

Reports/Supplier activity report/detailed & summary (detailed confirms nominal details)

Similar to the address list a criteria is given.  If you would like ALL including historical activity leave the details as per default.  OK to continue

On viewing the detailed activity every line is stated.  Items marked with * confirm they are not yet matched.

Both these reports are required for city and guilds level 1 and 2.

** Note – to print a section of accounts try highlighting in the customer list first.

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