HI,
can anyone here guide me to setup a custom report or if this type of report exist, that contains the following columns for a customer:
MONTH | DEBIT | CREDIT | BALANCE
jul-25 | xxxxx | xxxxxx | xxxxxxxx
aug-25 | xxxxx | xxxxxx | xxxxxxxx
and so on
showing total in the last line and average/month if possible.
Suggestions are most welcome
Hello Tony,
the report “Customer Summary” shows all customers in a single report of a given date range, whereas i was looking for a report of an specific customer monthwise…
@hussainsaif I don’t think you can limit the customer summary to one customer. Only customer statements are generated for individual customers but they show all the transactions for the period.
It’s a good report but I think that it would be great if you could click on the figures in it to get the individual customer reports.?
That would satisfy a few users requirements.
May be something that should go into the ideas abyss??
