Collection Summary Report - Smarter Sales & Inventory Management | Zayls

by Zayls
3 years ago
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Knowledge Base Reports | Collection Summary Report

Collection Summary Report

Collection Summary report gives summarized data of collected transactions received within a specific date range. The report contains the customer and the total amount collected from that customer.

 

Collection Summary Report Overview

Report Filters

  • Collection Date From – This filter will show the collection transactions from the collection date selected.
  • Collection Date To – This filter will show the collection transactions up to the collection date selected.
  • Customer Group  This filter will show the collection transactions of the customer group/s selected.
  • Customer  This filter will show the collection transactions of the customer/s selected.

The Customer filter is multi-select, which means that you can have as many customers as possible to get your desired results.  

Collection Summary Report Columns

  • Customer –  This column shows the customer involved in the transaction/s.
  • Customer Group This column shows the group where the customer belongs.
  • # of Invoices Collected before/on due date This column shows the number of invoices that were collected before/on the due date.
  • # of Invoices Collected after due date This column shows the number of invoices that were collected after the due date.
  • # of Sales Return This column shows the total number of Sales Returns per customer.
  • # of Adjustments This column shows the number of Adjustments per customer.
  • Collection Total – This column shows the total amount paid per customer.

Export Collection Summary Report to PDF or Excel

  1. In the Collection Summary Report, click Export. 
  2. There are two Export options: Export to PDF and Export to Excel. Click your desired format. 
  3. Upon clicking your desired formatthe file will be automatically downloaded to your computer. 
  4. You may also view the Export History of the report.

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