Run a Customer Activity report

1. Click Customers, then click Reports.
2. Select Customer Activity, then select the report you want to run:
   
   

   Detailed	Itemised transactions for each customer.
   Summary	An overview of each customers transactions. Any transactions posted with the same date and reference will be grouped together.
   With Foreign Values	The transactions will appear in the currency the customer is set up to use.
   Excluding no transactions	These reports will hide customer accounts with no activity in the range you specify.
   Customer Refunds	These reports only show SP (Sales Payment) transactions.
   Flat Rate Customer Refunds	These reports only show SP (Sales Payment) transactions, with a column to show the flat rate tax amount.

3. Click Preview and complete the criteria window:
   
   

   Customer Ref	Select a range of customer records, or leave this to run the report for all records.
   Transaction Date	The date range of the transactions that will make up the report.
   Transaction No	The number range of the transactions that will make up the report.
   Nominal Code	Select a range of nominal codes, or leave this to run the report for all codes.
   Department number	Select a sequential range of department numbers that will make up the report.
   Inc B/Fwd Tran	Include any brought forward balances on the report. These balances will appear as one transaction at the start of each customers activity.
   Exc Later Payments	This option ignores any later payments made against invoices, credit notes or payment on account transactions.

Example Customer Activity report

No activity reports

It's possible to run a report to show customers who have had no activity during a specified date range.

A Customer Inactivity Report is available from the Advanced Reports Library, or you can create your own.