Inactive Accounts Report

This report allows you to select accounts who have been inactive since the date you enter. The report searches the customers last invoice date to determine if they have been dormant since your selection date.

1. Select Gx Sales on the toolbar.

2. Select Reports from the menu.

3. Double-click Inactive Accounts Listing 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. Tick the check-box to Sort By Rep and enter a rep range if required.

6. Enter your Selection Date, i.e. the date prior to which accounts are deemed dormant.

7. Click the Ok button.

8. Select where you want to Send Output To. (more info)

Click here to view an example of the Dormant Accounts Listing.

You may want to amend the account status of the customers on this report to Inactive.