User Guide: Customer Reports Screen

##User Guide: "Customer Reports Screen" Finance System Smart Pro ERP

This screen allows you to generate reports related to customers and their associated financial transactions.

1. Date From and Date To: You can specify a time period to generate customer-related reports. Set the date from and date to to define the period for which you want to generate the report.

1. Main Account: You can select the main account associated with customer financial reports.

1. Select Branch: You can select the branch for which you want to create reports.

1. Select Group: You can choose the group whose customer data you want to view.

1. Select Region: If you classify customers by region, you can select the region associated with the reports.

1. Select Customer: You can choose the customer whose data you want to view in the report.

1. Select Sales Representative: If you have sales representatives linked to customers, you can select the representative associated with the report.

1. Properties: - Customer Receivables Aging: Displays information about customer receivables aging and outstanding amounts. - Customer Balances During the Period: Displays customer balances during the selected period. - Items Sold: Displays a report on the sold items.

1. Customer Subscriptions Statement: Displays an account statement related to customer subscriptions.

1. Detailed Statement: Displays a detailed statement for the selected customer.

1. Customer Receipt Vouchers: Displays financial receipt vouchers related to the customer.

1. Detailed Sales Representatives Report: Displays a detailed report of sales representatives' sales.

1. Customer Receivables Aging by Allowed Number of Days: Displays information about customer receivables aging based on the allowed payment days.

1. Contract Invoices: Displays contract invoices related to customers.

1. Receipt Vouchers: Displays financial receipt vouchers related to customers.

1. Detailed Receivables Aging: Displays detailed information about customer receivables aging.

Using these fields and options, you can create a wide variety of reports related to customers and their associated financial transactions. You can define the time period, main account, branch, group, region, customer, sales representative, and required properties to obtain customized and detailed reports.