Steps to generate Aged Analysis reports
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#Double-click on the '''Aged Analysis Report''' icon to open the template. | #Double-click on the '''Aged Analysis Report''' icon to open the template. | ||
#If a window opens asking whether you wish to enable or disable macros, click '''Enable Macros'''. | #If a window opens asking whether you wish to enable or disable macros, click '''Enable Macros'''. | ||
| - | #In the '''Store of Origin''' field, click the arrow and select the store’s data that you want to use for the report. | + | #When the Aged Analysis Report window opens: |
| - | #In the '''Customer Type''' section, select which customers’ information that you want to view, '''Balance Forward''', '''Open Item''', or both. | + | #*In the '''Store of Origin''' field, click the arrow and select the store’s data that you want to use for the report. |
| - | #In the '''Report Type''' section, select the type of report that you want to print. | + | #*In the '''Customer Type''' section, select which customers’ information that you want to view, '''Balance Forward''', '''Open Item''', or both. |
| - | #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. | + | #*In the '''Report Type''' section, select the type of report that you want to print. |
| - | #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). | + | #*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. |
| - | #In the '''Balance Forward Date''' field, click the arrow and select the balance forward date of the customers that you want to print. | + | #*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). |
| - | #In the '''Account Balance as of field''', click the arrow and select the date for calculating aging. Setting the Account Balance as of date later than the current date allows you to include future transactions in the Aged Analysis report. | + | #*In the '''Balance Forward Date''' field, click the arrow and select the balance forward date of the customers that you want to print. |
| - | #Select '''Include Wire Service Accounts only''' if you want to include wire service accounts (FTD, TEL, etc.) in the report. | + | #*In the '''Account Balance as of field''', click the arrow and select the date for calculating aging. Setting the Account Balance as of date later than the current date allows you to include future transactions in the Aged Analysis report. |
| + | #*Select '''Include Wire Service Accounts only''' if you want to include wire service accounts (FTD, TEL, etc.) in the report. | ||
#Click '''Finish'''. The report generates and opens in Excel. | #Click '''Finish'''. The report generates and opens in Excel. | ||
#To print your report from Excel, on the '''File''' menu, click '''Print'''. | #To print your report from Excel, on the '''File''' menu, click '''Print'''. | ||
Revision as of 16:05, 17 April 2008
- On the FTD Mercury Main Menu, click Business Reports.
- Double-click Mercury Forms.
- Double-click on the Aged Analysis Report icon to open the template.
- If a window opens asking whether you wish to enable or disable macros, click Enable Macros.
- When the Aged Analysis Report window opens:
- In the Store of Origin field, click the arrow and select the store’s data that you want to use for the report.
- In the Customer Type section, select which customers’ information that you want to view, Balance Forward, Open Item, or both.
- In the Report Type section, select the type of report that you want to print.
- 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.
- 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).
- In the Balance Forward Date field, click the arrow and select the balance forward date of the customers that you want to print.
- In the Account Balance as of field, click the arrow and select the date for calculating aging. Setting the Account Balance as of date later than the current date allows you to include future transactions in the Aged Analysis report.
- Select Include Wire Service Accounts only if you want to include wire service accounts (FTD, TEL, etc.) in the report.
- Click Finish. The report generates and opens in Excel.
- To print your report from Excel, on the File menu, click Print.
- Click Finish. The report generates and opens in Excel.
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