myen's picture
Jun 29, 2013
2795 views
Reputation: 11
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Custom reports

How do I create a custom report? I want to create a report for outstanding balance on prepaid vouchers. Or even better, if I can print in the receipt printer the balance and transaction history for an individual customer. Please advise.

1 answers

JohnSCS's picture
JohnSCS
Jun 30, 2013
Reputation: 271
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I assume you are using the account type "Customer Accounts".

Go to Manage->Accounts->Account Screens->Add Account Screen
Enter Customers for name
Filter Type - All
Select Customer Accounts and tick Display Details
Save.

Go to Manage->Accounts->Customers
You can print the entire list or select a Customer, click Account Details and then print transaction history.

Enjoy.

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