In the custom reports section you can create your own filters and set your own field displays to view and export transaction data to meet your specific business needs. Reports can contain transaction data, customer data or both. Additionally, custom fields you created for the Customer or Payment module can be included in custom reports. The last portion of this section provides samples of the types of custom reports you can create in ReceivablesPro.
Any custom report can be exported as an Adobe Acrobat .pdf, .csv or Excel file. You can also subscribe to a custom report and have it emailed to you on a set schedule, in either .pdf or .xlsx (Excel) format.
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You can create custom reports that
contain only customer data and no transaction data. However, only
customers that have made at least one payment in the selected
date range will be included in the report. Currently
it is not possible to include customers with no payment activity
in custom reports. If you want a report that contains all of your
customers, regardless of payment activity, you can export your
customer list as a .csv file. (See Exporting the Customer List in Chapter 6
for how to do this.) It is also not possible to create a report with one data row for each customer, since each data row represents a payment—which is why the Transaction ID is a required field for all reports. (You may coincidentally end up with a report like this if each customer has made only one payment in the date range.) If you want to remove duplicates, export the file, then sort by Customer ID, and delete any duplicate rows. |
The following sections provide detailed information about custom reporting functions. You can click on the Next links, located at the bottom of each screen, to read through the entire section. Or click one of the links below to jump to a particular area of interest.
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