Anybody got a decent A/R report?

Jun 10, 2008 1 Replies

First reply

Jason

I pull data into Excel via SQL. The reports are terrible in RMS. It's a little hard to decipher, but using Pivot tables you can get it done.

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None of the stock reports are worth the disk space they occupy. The CustomerSource Reports Library offers a few more, but again they're not worth the bandwidth needed to download them.



I need a report, preferably for HQ, that shows ALL account activity for any given customer. By all activity, I mean every transaction, payment and adjustment ever associated with a particular account. This seems like such a basic request...



If you have a report like this for Store Operations but not for HQ, well that would be much better than what I have now.



Am I crazy? Is it so unusual to want to be able to review a customers entire A/R history?



Tom


I pull data into Excel via SQL. The reports are terrible in RMS.

It's a little hard to decipher, but using Pivot tables you can get it done.

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