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 |
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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:
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Base Age On: Select an option from the list including Setup Date, Last Activity Date, Last Payment Date.
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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.
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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.
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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
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Sort Order: Select Customer Last Name or Setup Date from the list.
Figure 11-3 Customer Account Activity Summary