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. 

 

 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. 

 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.  

 

 

 

 Export To MS Excel : To download the report data in an Excel file format.  

 

 

 

 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.