Customer History Summary

Form ID: (AR652100)

This report displays a summary of balance history for customers whose balance has changed during the date range you specify.

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameters

You can use the following parameters to select the information to be displayed on the report:

• Company/Branch: The company, branch, or company group for which you want to view information. By default, the current company or branch is selected. You can select another branch, company, or company group to which you have access or leave the box blank to view information about all companies in the tenant.

  This parameter is required if the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form.

• From Period: The first financial period for the date range the report will cover.
• To Period: The last period for the date range the report will cover.
• Show Customers with No Changes: A check box that you select to include customer accounts with no changes in the balance history for the selected period.
• Use Master Calendar: A check box that you select to use the financial period from the master calendar. If the check box is cleared, the report will use the financial period from the company calendar.

  This check box appears on the form only if the Multiple Calendar Support feature is enabled on the Enable/Disable Features form.

  For details on running consolidated reports and inquiries, see Consolidated Reports for Companies with Different Calendars.