startReporting - Customers
How To

Reporting - Customers

Twinfield
Last update: Reading time 1 minutes
CustomersReport Generation


    Reports generated in Twinfield contain the most up to date entries; any changes which may take place in your system will be updated automatically.
    Select icon  clipboard_e8a1e014a09ec8106d0e6123b113fc00e.png from the ‘Menu bar’, then click the ‘Reports’ tile.

    clipboard_e41103946a79de0b939618456c0b71579.png
    Select  View category under the main heading for ‘Customers’.

    clipboard_e7857cb644ed32bb93ea219866136b627.png
    Select report Customer open items per period.

    clipboard_e360b1920c1444eed2e54a7fc788f3563.png

    This report can be filtered to run in line with your trial balance report or by customer.

    clipboard_e4c918fbc354642449ef15e12b75b1cc1.png

    Click right click on any amount and choose view Transactions to drill back down to the original posting.

    clipboard_eb68c03e20463a8b325a2886276b80b6e.png

    clipboard_eb0fc66ef8833b5a881e09b271ed703bf.png

    Click Criteria to customise and search for the following:

    • Period
    • Days old
    • Customer 
    • Credit manager
    • Change Provisional/Final status

    Reports can be exported in the following file formats.

    • PDF, HTML, CSV
    • Excel XLS, XLSX.

    Click Export clipboard_e7590a16486802902ea8011fa05aac9dd.png then select you format from the dropdown.

    clipboard_e4dc0a78b84a72d8fd9b7f58fd83b4d2b.png

    Click ‘Next’ to run the report.

    Design allows you to customise the report based on the original. This is covered in the advanced training course.
     
     

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