The Customer Summary report provides a consolidated view of a customer's orders across multiple events, including order totals, payments, outstanding balances, and aging information.
Description
This report lists all orders placed by a selected customer across events within the specified date range. Each order is itemized, with its order total, payments made, and any remaining balance due.
The report also provides aging information to help identify outstanding balances. Aging is calculated by comparing each event's end date with the date the report is run.
You can search for a company by entering part of its name and selecting a matching company. The Customer Role filter determines whether the report includes only orders placed by the company or also includes orders placed by third parties.
Report Example
Available Filters
Use the following filters to select the event date range, locate a company, and determine which customer orders are included.
| Field Name | Available Values | Default |
|---|---|---|
| Starting Event End Date | Beginning of time | |
| Ending Event End Date | End of time | |
| Partial Company Name | Enter part of a company name and press Enter. Matching companies will appear in the Then Choose Company field. | |
| Search Type | Starts With Contains |
Starts With |
| Then Choose Company | Companies matching the Partial Company Name and Search Type criteria | |
| Customer Role | Company Orders Only Include Orders by Third Parties |
Company Orders Only |
Tip: To locate a company, enter part of its name in Partial Company Name and press Enter. If you are unsure how the company name begins, select Contains under Search Type to find matches anywhere within the name.
Sample Report
Open the Customer Summary PDF to see an example of the finished report, including order totals, payments, balances due, and aging information.