Customer Sales Report - Field Descriptions

Use this table for reference when completing the fields on this screen.

Field

Description

Selections

Enter the Customer #, Customer type and Salesperson code you want included on the report, or press Enter to include ALL.

Through date

Enter the invoice date through which this report should print, or press Enter to print through the current Accounts Receivable processing date. The current fiscal year and processing period display to the right of this field.

Sort by

Select the sort option that corresponds to how you want the report information sorted.

  • Customer code

  • Customer type

  • Salesperson

  • Customer alpha

Saved Selections

All report starting screens offer a Saved Selections bar and Save Current button that can be used to remember saved user selections the next time this report is accessed. Whenever the Saved Selections bar is available, the Date Calculator feature is also available for date, fiscal year, and fiscal period fields.

Buttons

Save Current

Located in the Saved Selections bar, click this button after you have made your report selections if you think you want to save them for future use. A widow opens that allows you to enter a name for the report "template" that you are saving, and you can set this template as your default. Additional settings allow you to share this template with other operators or to assign it as a system-wide default (thereby ensuring that everyone is seeing the same items).

Preview

After making your report selections, click this button to preview the report in PDF format. From here you can review the information and then print, save or email the file to someone else.

Export

Click this button to open the Export Report window. Here you can choose a report format (including PDF, RPT, RTF, CSV, and XLS), designate a name for the report (or accept the default name) and decide if you want the report to include auto-generated bookmarks.

My Reports

Use the My Reports window to add and maintain any custom Crystal reports. This feature can then be used in conjunction with the report filters feature to set the default report to a custom report.

Sample Report - Customer Sales Report