AR> Reports> Account Listing
Account Listing Report
Summary
The Account Listing report displays a list of Accounts Receivable accounts.
Related Links
Click here for information on Billing Cycle maintenance.
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 ADD 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.
- Once the required report settings have been specified, click the Print button
to print your report.
- Click the options arrow on the right side of the Print button to see other print options.
- Select PDF to print the report in the default Springbrook format.
- Select Excel to export the report data to an Excel spreadsheet as unformatted data.
- 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.
- Click the Schedule icon
next to the Print button in order to schedule the report to generate at a later date and time.- Enter a Date and Time to generate the report and click SUBMIT.