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Management Reports

Can you export the Gain/Loss report into Excel?

At this time, there is no option to export the Gain/ Loss report to Excel.

Customer Status Report as of Age

To get a list of all your customers and their existing balances, you can at any time go to the...

Customer Status Reports

The Customer Status Report is a comprehensive listing of the most important information about each active account. It can be...

Exporting Reports to Excel.

When you run either the CUSTOMER REPORT GENERATOR, TANK REPORT GENERATOR, OR TRANSACTION REPORT GENERATOR (depending on the type of...

How can I get last year’s gallons on a printout for a particular route?

On the Dispatching Menu, click on Detailed Dispatch Report: On the top drop-down menu change it to print. Run it for whatever...

How can I run a report for only “monitor” accounts? Not timed or will call.

On the Daily Menu click on Customer Status Report: if you are just wanting a listing of the monitor accounts,...

How do I run a report to show me all customers on w/call?

DAILY MENU> CUSTOMER STATUS REPORT (under posting) and include delivery code “W”

How to print a list of customers for each route.

Click on Detailed Dispatch Report from the Dispatching menu: Choose Print from the drop-down menu at the top of the page and then enter the driver...

How to print a report that shows how many residential gallons were sold last year.

Go to the Management Report Menu and click on Transaction Report Generator Run it for the whole year, 01/2016 –...

How to reprint Sales Tax Reports

Open your Month End Menu and click on Tax Reports Change “Current” to “Previous” to print previous tax reports.

How to run a report for all accounts with credit on them.

Click on the Customer Status Report, located on the Daily Menu: Change the “select customers to be printed” to CREDIT...

How to run a report that would find my total customers and will call customers.

To run a report that will show your total customers click on the Delinquency Control Menu and choose Accounts Receivable Age Analysis: Select All...

How to run a tank report to show field usage of little or no gas.

Open MANAGEMENT REPORTS> CUSTOMER REPORT GENERATOR. You can run this report one specific tank size at a time or all...

How to search for a customer check number.

You can run the TRANSACTION REPORT GENERATOR for the time period the check would have been posted. View the report...

I need a printout of who does not get finance charges.

Click on Management Reports- Customer Report Generator On Screen 2 Change Finance Charge Code to “NO” to Run a report that...

I need a report that shows Monitors

In the customer report generator, which is found in the management menu, you should have an option in the last...

Individual driver report that tells how many gallons were delivered in a certain month.

From the Gas menu, Click on Management Reports Click on Salesman’s Monthly Production Specify what month you need and click...

Is there a report that could tell me how many new customers we have added in the past 12 months?

On the Management Report Menu click on Customer Report Generator Go to the 3rd page. Enter in Equal to and...

Is there a report that I can run to determine which accounts do NOT have a zip code in their delivery address?

Click on Management Reports on the Gas Menu: Click on Customer Report Generator: Click Databas option in the Output Format...

Is there a report that tells me who my largest customers are?

On the Management Report Menu click on Customer Report Generator Go to the Third Page There is a YEAR to Date Gas.. Run...