Customer Analysis Reports
Customer Business Account Overview
Purpose: Comprehensive customer relationship analysis
Key Features:
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Filter by Business Account or Customer
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Skip zero balances option
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Real-time balance calculations
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Drill-down to transaction details
Available Data:
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Current balances
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Period changes
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Sales totals
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G/L reconciliation amounts
Customer Statement
Purpose: Detailed transaction history per business account
Features:
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Transaction-level detail
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Multiple business accounts per customer
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Collection and payment tracking
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Reminder and collection status
Vendor Analysis Reports
Vendor Business Account Overview
Purpose: Supplier relationship and payment analysis
Key Features:
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Vendor and business account filtering
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Purchase analysis
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Payment due tracking
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Balance reconciliation
Available Data:
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Vendor balances
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Purchase totals
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Payment terms analysis
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G/L account reconciliation
Date and Filter Options
Date Filtering
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Date Filter: Apply specific date ranges
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Period Analysis: Compare different time periods
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Real-time Updates: Current balance calculations
Advanced Filtering
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Global Dimension Filtering: Department or project analysis
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G/L Account Filtering: Specific account analysis
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User Profile Filters: Role-based access control