Introduction
This report includes a summary of each customer’s latest activity, balances, and transaction dates. The Customer Activity Report can be found under Reports > Route Reports > Sales > Customer Activity Report.
Fields:
Sort Option 1 & 2:The primary and secondary fields to sort by. You can choose from the following categories:
- Route
- Last Delivery Date
- Account Number
- Balance
- Last Transaction Amount
Route: The range of routes to include in the report.
Last Delivery Date: The range of dates for the last deliveries.
Acct No: The range of account numbers in include in this report.
Customer Type: The range of Customer Types to include in the report.