The Customers Reports help users to keep customers accountable by providing a list of all customers who have current or past due invoices and their balances. User can also generate statements to send to customers with outstanding balances. 

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  1. To access My Reports, select My Reports in any module.
    The My Reports screen opens with the Favorites tab selected.
  2. Select the Customers tab to view Customers reports. 

Tip: Reports that are marked as a favorite appear on the default tab of the My Reports screen. To mark a report as a favorite, select the star icon to the left of the report name.

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Security and Report Access

Customers Reports can be accessed by Users who have been given Report Roles by their system administrator. 

If you are not able to view these reports, it is most likely because you don't have security access. Speak with your system administrator to give you access to running or viewing these reports.  

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AR Aging - Provides a listing of all open AR Invoices and the information associated with them, including their Transaction Type, Document Date, Due Date, and a link to each invoice.

Customer Statement - Displays the Invoice Date, Due Date, Transaction Type, Reference Number, Total Amount, Amount Remaining, and more, which can be sent to notify the Customer about his/her outstanding balances.

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