Overview
Customer Analysis Report allows user to analyze the amount of business organization has done with particular customers at the Chart of Accounts Table level. Report will display all the transaction related to Invoice, Debit Note and Credit Note.
Navigation
Revenue Management ► Reports ► Customer Analysis Report
Customer Analysis Report Field Description
| Fields | Description |
| Fiscal Year | Fiscal Year, to which customer data relates, is selected. |
| Period From | User selects Fiscal Period. Start date of the range for fiscal period for report generation purpose. |
| Period To | User selects Fiscal Period. Start date of the range for fiscal period for report generation purpose. |
| Customer | User selects Fiscal Period. End date of the range for fiscal period for report generation purpose. |
| Status | This parameter is mandatory. Approved is the default value. Possible values are: Created, Approved, Rejected, Cancelled,Approval Requested and All. |
| Currency | Domestic value is the default value. If General Parameter, System Acept Multi-currency transactions is False then this Currency will be Domestic and this report parameter will remain disabled (read only). Totals will be displayed only for Domestic Amounts. |
| Concept | Display a List of Concepts for the Current Chart of Accounts. |
| Period Totals | Displays the period totals on the report. |
| Report Type | The report may be in Summary or Detail mode. Summary would suppress the individual lines and only show the sub-totals for each grouping. |
| Comment | Comment on the report. |