to select the customers to be included on the report. One or more customer id’s may be selected. If the field is empty, all customers will be considered for inclusion on the report.Customer Activity Report displays all of the invoices, adjustments and payments by customer for the date range specified.
Internal Company – The company from which the data is being reported.
Customer(s) – Click Lookup to select the customers to be included on the report. One or more customer id’s may be selected. If the field is empty, all customers will be considered for inclusion on the report.
Customer Class – Click Lookup to select the customer class to be included on the report. One or more customer class id’s may be selected. If the field is empty, all customer classes will be considered for inclusion on the report.
Transaction Date From/To – Select a range of dates in the From and To fields that represent the duration of days you want to display data from.
Fiscal Period From/To – Select a range of fiscal periods in the From and To fields that represent the monthly periods you want to display data for.
Include Invoices – Select this check box to include invoices on the report. The check box defaults to checked.
Include Adjustments – Select this check box to include adjustment documents on the report. The check box defaults to checked.
Include Payments – Select this check box to include payments on the report. The check box defaults to checked.
Summary or Detail – Select Summary to have the transactions summarized by Project ID. Select Detail to display individual transactions. This option defaults to Summary.