Filters

All/Selected Activities
Sale Status
Dated From/To
From ID -- To
Print Card Totals
Separate Pages

Sort By

Activity

Subtotals / Totals

Subtotals for each Activity: Units, Amount

Optional Fields

additional fields that can appear in this report by selecting them in the Report Design window

Units of Measure
Billing Address
Billing Address Phone#1
Billing Address Contact
Notes
Terms
Credit Limit
Amount Paid
Current Balance
Tax ID
Memo
Comments
Job
Shipping Address
Shipping Address Phone#1, #2, #3
Shipping Address Fax
Shipping Address Contact
Address 3
Address 3 Phone#1, #2, #3
Address 3 Fax
Address 3 Contact
Address 4
Address 4 Phone#1, #2, #3
Address 4 Fax
Address 4 Contact
Address 5
Address 5 Phone#1, #2, #3
Address 5 Fax
Address 5 Contact

Drill Down to Source window

roll the cursor arrow over the field[s] identified here and the arrow changes to a magnifying glass; click while the magnifying glass is displayed to open the source window

Click: Activity ID and Name
Opens: Profile view of Activity Information window

Click: Customer Name, ID#, Date, Units, Amount, Status, Rate
Opens: Sales window