Reporting

Did you know... the AR Totals report can be filtered by Customer Groups?

Multiple Groups can be chosen through the lookup button, including customers who are not assigned to any group.


To allow for a more targeted report, the Accounts Receivable Totals report can be filtered by Customer Groups. 

Multiple Groups can be chosen through the lookup button, including customers who are not assigned to any group. If the Groups field is left blank, all Accounts Receivable customers with data will print on the report, otherwise only customers with data within the selected groups will appear on the report. 

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