Page 362 - Training 2019

- From the above screen, select the range of customers you would like to print or the “Sales Analysis” range
(effectively this is the Sales Rep code);
- This report will always be run to the end of the current month (i.e. Report date for ageing);
- You can run two types of age analysis – the standard age analysis or the age analysis grouped by sales rep;
- The standard age analysis grouped by sales code will be used most often and therefore we will focus on this;
- Please ensure that you select the appropriate note types based on what you would like to have appearing on the
face of the age analysis, the default should be to have “Debt Collecting” and “Credit Applications” always printed;
- Click start report, the following report will appear:

CRM TRAINING MANUAL 27

Updated - 08 October 2018