AM Enterprise 2026 Sample Reports

The Activity Reports allow you to generate reports that provide information about the types of activities and activity rights set up in AccountMate. It also provides information on customers’ activities.

Each of the Activity Reports is especially designed with options you can choose that narrows down data to the specific information you need. Read the information below to get a closer look at each of the Activity Reports available in AccountMate Enterprise.

Activity Type Listing

If you want to view the list of activity types and activity rights records set up in AccountMate, generate the Activity Type Listing. This report provides a quick view of the nature of your company’s activities and processes (i.e., customer complaints, contract negotiation, etc.) while transacting with your customers. This report also helps you identify the different stages of a certain activity type, if any.

You can opt to display in the report the activity type with active status, inactive status, or both.

Customer Activity Listing

The Customer Activity Listing keeps track of your customers’ activities. It provides information on how often the customer transacts with your company. This report is useful when making decisions that involve granting requests for customer discounts, continuing to supply goods or services to the customer, or making special arrangements with the customer.

You can choose to include in the report the customer activity records associated with certain transaction types. You may also show the activity remarks in the report.