Level 2

Customized Customer Report

Does anyone know how to create a custom report showing certain customers?  We would like to look at our 90-120 day overdue customers.  I have tried to use the custom fields to mark certain customers and then use the filter tab in the customize report options but nothing is working.  In our old software, our aging report showed the aging summary along with the last payment made.  I can't seem to find anything showing the last payment made.  I would really like only to include overdue customers.  If anyone has any ideas, I'd appreciate it! Thanks!


Re: Customized Customer Report

You can use the A/R aging Detail report, WOVC. 


We would need few customization on this report to add the payment. This will help us identify the payment date. 

I'll guide you how: 

  1. Open the A/R Aging Detail report. 
  2. Select the Customize Report button. 
  3. Go to Filters tab and search for TransactionType Filter. 
  4. Select Multiple Transaction Type then choose Invoice and Payment.
  5. Click OK.
  6. Search for Paid Status the choose Either.
  7. Click OK.
    Paid Status.PNG

This will show all payments associated to the customers. You can also export the report to excel. Then summary the data to get the necessary info you need. 

Get back to us if you need more trick in customizing reports