# AR By Customer

### **Report Module Guide: AR By Customer**

#### **Module Location**

#### Accounts Receivable > Report > AR By Customer

#### **Module Objective**

#### The **AR By Customer** (Account Receivable By Customer) report module is used to generate a detailed report of receivable transactions filtered for **one specific customer**. This report is essentially an **Account Receivable Detail** focused on a single customer, making it very useful for tracing transaction history on an individual basis.

### **1. Report Parameters (Filter)**

#### The main page of this module is a form containing several parameters to generate a report that is specific to one customer.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/gQrimage.png)

#### Here is an explanation for each parameter:

- #### **Customer**:
    
    
    - #### This is the primary and **mandatory** filter. Select the customer whose report you want to see from the dropdown (e.g., Cahayalestari Teguhmakmur,Pt-Lampung).
- #### **Date From / Date To**:
    
    
    - #### Specify the **Date From** and **Date To** range to define the period of transactions to be displayed (e.g., 08/01/2025 to 08/02/2025).
- #### **Currency**:
    
    
    - #### Choose how currency values will be displayed in the report, whether in **Respective Currency**, **Base Currency**, or based on a **Rate**.

### **2. Steps to Generate the Report**

#### **Step 1: Set Report Parameters**

#### Select the desired **Customer** from the list and define the date range in the **Date From** and **Date To** fields. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/r3gimage.png)

#### **Step 2: Generate the Report**

#### After the parameters are set, click one of the two buttons in the bottom-left section of the page:

- #### **Display Report**: To preview the detail report directly on your screen. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/bIzimage.png)
- #### **Export To MS Excel**: To download the report data in an Excel file format. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/bUximage.png)

### **Tips & Important Notes**

- #### Use this report to get the complete details of all transactions (invoices, payments, credit/debit notes) for **one specific customer**.
- #### This report is very useful when handling **inquiries or disputes** from customers regarding their account balance, as it presents a complete transaction history.
- #### This is a more focused version of the **Account Receivable Detail** report.