Customer Group Activity Report ranges and options

Ranges

See Report ranges.

Options

Print Open Items Only?

Select Yes to list the open invoices and balances for each group member. The total balance for the group is also included.

Print Detail?

Select Yes to list the open invoices and the balance values for each member, including activity selected from other options. The total balance for the group is also included.

Print Zero Balance Accounts?

Select Yes to print activity of group members with a zero balance. The balance is the total of Periods 1 – 5, Service Charges, Future Invoices, Miscellaneous Credits, and Unapplied Cash.

Print Credit Balance Accounts?

Select Yes to print activity of group members with a credit balance. The balance is the total of Periods 1 – 5, Service Charges, Future Invoices, Miscellaneous Credits, and Unapplied Cash.

Print Only if Balance Past Period?

Use this option to limit the group members to those with a balance older than the specified period. For example, if you specify 2, then only group members with a balance in Periods 3, 4, or 5 are included on the report.

Include Future Invoices?

Select Yes to include future invoices as part of the member’s activity.

Print References?

Each transaction may have a reference associated with it. Select Yes to include those references as part of the activity. References are only printed if you select Yes for Print Detail.