Customer Transaction Report

1. Select Gx Sales on the toolbar.

2. Select Reports from the menu.

3. Double-click Customer Transaction Report from the list of reports.

4. You can run the report for a range of account codes, or individually selected customers, or include selection criteria to search for a specific group of accounts. To include a range, type the first and last accounts to be included in the From Account and To Account fields. You can use the

icon to look up account codes. To manually select specific accounts, click the Advanced Selection button then select the letters of the alphabet to select the accounts from. Highlight a customer in the list and click Add to include them on the report. Hold the Control key down to select multiple accounts. The selected accounts show in the right hand side of the screen. To apply selection criteria click the Advanced Selection button then click the Search radio button. The search window will open. Click here for instructions on using the account search facility.

5. Choose how you want to Sort Transactions By on the report, either Transaction Date or Transaction Type.

6. Enter the Date Range you want to include on the report.

7. Select the Transaction Options you want to include on the report. All Transactions includes everything on a customers account, Unallocated Transactions shows any outstanding transactions e.g. invoice that have not been paid, credit notes that have not been matched to invoices etc, and Allocated Transactions shows ones that have been married against another transaction e.g. a cash payment that has been fully allocated against invoices.

8. Choose the Types of transactions you wish to include on the report by clicking the required check-boxes.

10. Choose where you want to Send Report To. (more info)

Click here to view an example page from the Customer Transaction Report.