Customer Account Activity Summary Report

This report provides summary information about configurable customer accounts (CCAs) such as Pre-Sale accounts and On Hold accounts, as well as other customer accounts such as Layaways and Special Orders.

Table 11-3 Customer Account Activity Summary Report Parameters

Parameter Description

Account Number

The customer account identifier.

Customer Name

The customer's first and last name.

Phone Number

The customer's phone number.

Account data

Type: The type of customer account.

Status: The status of the customer account

Date

Setup: The date the account was set up.

Last Activity: The most recent date for any activity on the account.

Last Payment: The most recent date for any payment on the account.

Total

The account total.

Payments

The payment amount on the account.

Balance

The balance due on the account.

Criteria Selections for CCA Reports

Select an option or make entries in any of the following fields to determine report output:

  • Base Age On: Select an option from the list including Setup Date, Last Activity Date, Last Payment Date.

  • Date Range: Enter a single fixed date, a date range (begin and end dates) or select a relative date option (Yesterday, Last Week, and so on) from the drop-down list.

  • Customer Account Type: Select an account type from the list: ALL, House Account Payment, Escrow, Work Order, Special Order, Layaway, Credit Payment, Sale to Ship, Pre-Sale, On Hold, Local Inventory Orders.

  • CCA Account Status: Select an account status from the list: Open, In Progress, New, Closed, Abandoned, Voided, Delinquent, Pending, Ready to Pickup, Closed Escrow, Inactive, Refundable, Overdue

  • Sort Order: Select Customer Last Name or Setup Date from the list.

Figure 11-3 Customer Account Activity Summary

Customer Account Activity Summary