Reporting - Customers

 

Reports generated in Twinfield contain the most up to date entries; any changes which may take place in your system will be updated automatically.
Select icon   from the ‘Menu bar’, then click the ‘Reports’ tile.

Select  View category under the main heading for ‘Customers’.

Select report Customer open items per period.

This report can be filtered to run in line with your trial balance report or by customer.

Click right click on any amount and choose view Transactions to drill back down to the original posting.

 

Click Criteria to customise and search for the following:

• Period
• Days old
• Customer 
• Credit manager
• Change Provisional/Final status

Reports can be exported in the following file formats.

• PDF, HTML, CSV
• Excel XLS, XLSX.

Click Export  then select you format from the dropdown.

Click ‘Next’ to run the report.

Design allows you to customise the report based on the original. This is covered in the advanced training course.