AR> Reports> Account Listing

Account Listing Report

Summary

The Account Listing report displays a list of Accounts Receivable accounts.

Step by Step

1 Open the Account Listing Report window (AR> Reports> Account Listing).

2 Configure the report.

Select the billing cycles you would like to include in the report in the Cycle section.
- You must select at least one cycle or your report will be blank. Billing cycles are created and maintained on the Billing Cycle Maintenance window (AR> Maintenance> Billing Cycle). Click here for information on Billing Cycle maintenance.
Select a Sort Type to specify how the report will be displayed.
The Address drop-down menu is used to specify whether the report will include Customer or Lot address data.
The report will display all of the AR accounts included in the selected billing cycles. If you would like to run the report for a specific account or set of accounts, click the Create icon and select the accounts from the Account Selection window.
- You can add as many accounts to the report as desired. The report will only include the specified accounts.
The report will display the Account Number, Customer Number, Name, Address, Description, Tax Lot, Cycle and Tax Exempt status.

3 Print the report.

Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.
- Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
- Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
- Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
- Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). Click here for information on the View Reports window.