Generating Aged Analysis Reports

From FloristWiki

Jump to: navigation, search

This information applies to FTD Mercury X2 Fall and later versions.

To generate Aged Analysis reports:

  1. On the FTD Mercury Main Menu, click Business Reports.
  2. Double-click Mercury Forms.
  3. Double-click on the Aged Analysis Report icon to open the template.
  4. If a window opens asking whether you wish to enable or disable macros, click Enable Macros.
  5. In the Store of Origin field, click the arrow and select the store’s data that you want to use for the report.
  6. In the Customer Type section, select which customers’ information that you want to view, Balance Forward, Open Item, or both.
  7. In the Report Type section, select the type of report that you want to print.
  8. In the Past Due section, select the past due accounts that you want to view. You can choose accounts that are current (up-to-date) or accounts that are 30, 60, 90, and/or 120+ past due. You can also select Include Future Sales to include the total future transactions for the customer.
  9. In the Print Order section, select how you want to sort the printing order of the data records. You can sort the records by Customer ID, Sale Date, or Sort Name (customer name).
  10. In the Balance Forward Date field, click the arrow and select the balance forward date of the customers that you want to print.
  11. In the Account Balance as of field, click the arrow and select the date for calculating aging. Setting this date later than the current date allows you to include future transactions in the Aged Analysis report.
  12. Select Include Wire Service Accounts only if you want to include wire service accounts (FTD, TEL, etc.) in the report.
  13. Click Finish. The report generates and opens in Excel.

To print your report from Excel, on the File menu, click Print. If you want to save the report from Excel, on the File menu, click Save.

Personal tools