Accounts Receivable - Customer Ranking Report



The Customer Ranking Report task creates a report showing sales to and profits from all customers, ranked by month-to-date or year-to-date sales, profit or profit as a percent of sales. A customer number sort is also available (not ranked) and ranking by territory code, salesperson code or customer type may be selected for any report.


=> To access this task...

Select Customer Ranking Report from the Period End Processing menu.


Customer Ranking Report


NOTE: The sales and profit information shown on each Customer Ranking Report is derived from the aging and sales data. It includes Simple Invoices (which include no costs) and type "O" line items as well as standard sales data.


About the Fields


From the Sequence dropdown...

  • Select Sequence field from the list below that represents how the customer information is ranked:

    • Territory (T)

    • Salesperson (S)

    • Customer Type (Y)

    • Customer ID (N)

From the Report Type dropdown...

  • Select Report Type from the list below that represents the type of ranking for the report:

    • MTD Sales

    • MTD Gross Profit

    • MTD Gross Profit %

    • YTD Sales

    • YTD Gross Profit

    • YTD Gross Profit %

    • Customer ID

Page Break? checkbox...

  • Mark the check box to indicate to insert a page break in the report. (Default setting is to include page breaks.)

  • Unmark the box to not have page breaks.

When finished making selections...

  • Click Run Process button to create the Customer Ranking Report.

  • Click Clear Form button to clear entries and begin again.

Sample Customer Ranking Report


See Output Options.


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