AM12 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 to provide several options so you can narrow down data to the specific information needed. Read the information below to get a closer look at each of the Activity Reports available in AccountMate.

Activity Type and Rights Listing

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

You can generate the report showing only the activity types.

Customer Activity Report

The Customer Activity Report 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.