How can I get a list of my top customers for a specific date range or invoice totals by a date range in Accounts Receivable?

Print canned reports to Excel and sort in Excel to get top customers or work with consultant to develop a custom report.

To print reports from Sage 300 CRE:

Option A:

1. Go to Accounts Receivable, Reports, Receivable Registers, Invoice Register Summary.
2. Select the preferred Date criteria.
3. Enter the beginning and ending dates.

Option B:

1. Download the AR Sales Summary report from the linked article How do I reconcile Accounts Receivable sales to General Ledger revenue account.
2. Enter the date range required.
3. Save the report to Excel to create customer totals.
   Note: The report sorts, but does not total, by customer. If you have Report Designer, you can add the customer totals to that report by going to Design, Totals and checking the box for Customer Totals, make any modifications to the total line (add description, bolding etc.) and save the design under a new name.

Note: If you want to export the report(s) to Excel, see link below.