Business Reports

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===Using Business Report Templates===
===Using Business Report Templates===
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===Generating Aged Analysis Reports===
==Report Fields==
==Report Fields==

Revision as of 15:02, 15 April 2008

Contents

Description

FTD Mercury X contains enhanced versions of the following business reports:

Aged Analysis Reports

Aged Analysis reports provide you with an analysis of your house account balances. The report includes only those accounts with balances for the selected store(s) and reporting period. The reports contain account balances and aging on accounts from the sale date relative to the date you generate the report. Aging is calculated nightly.

You will typically generate Aged Analysis reports monthly, either just before or just after you create statements.

You can use Aged Analysis reports to:

  • View potential future cash flow.
  • See how much customers owe and decide what steps you need to take to recoup money that you are owed.

Business Snapshot Reports

Sales Summary Reports

How-to Procedures

Using Business Report Templates

Generating Aged Analysis Reports

Report Fields

Window Descriptions

Tips and Tricks

To assist your collection efforts, Aged Analysis detail and summary reports include customers’ phone numbers. By printing each month’s Aged Analysis report, you can review account aging for a previous month or look up a customer’s balance when access to a terminal is not possible.

Frequently Asked Questions

Personal tools