Activity Slip [Customer Summary] report
Activity Slip [Customer Summary] report
This report displays summary activity slip information by customer for a period range. The information that appears on this report includes customer names, actual units and billing and adjustment information. You can print sub-totals by activity, employee or job, if you want. You also can customize this report by activity slip status or activity type.
Report details
Filters
General:
Lead/Customers: All/Selected
Custom List #1, 2, 3
Advanced:
Dated From/To (Months)
Dated From/To (Dates)
ID: From/To
Amount: From/To
Activity Type: All/Hourly/Non-Hourly
Jobs
Slip Status: All/Work in Progress Only/Already Billed Only
Slip Notes
Sorted by
Customer
Subtotals / Totals
Subtotal for Activity, Employee or Job (based on filter selection):
Billable $
Billed $
Balance $
Grand Total:
Billable $
Billed $
Balance $
More Report Fields (not preselected)
Activity ID
Amount
Adjust $
Billed #
Balance #
Income Acct
Est. Cost
Est. Profit
Hours
Adjust (Hours)
Billed (Hours)
Balance (Hours)
Customer Card ID
Finishing Choices
Separate Pages
Add to Reports Menu
Subtotal by: Activity/Employee/Job
Include Company Name
Include Company Address
Include Report Date and Time
View sample
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