The Accounts Receivable reporting functionality in SapphireOne allows you to produce a wide range of reports using templates that are built directly into the system. These reports provide valuable insight into client activity, outstanding balances, and cash flow performance.
This tutorial focuses on creating an Accounts Receivable Client Details Report, the first in a series of Accounts Receivables Reporting Tutorials designed to help you understand when and how to use each available report type.
Accounts Receivables Reporting in SapphireOne
SapphireOne’s Accounts Receivables Reports enable you to dynamically report on multiple client data fields for a variety of operational and financial purposes.
There are six different Accounts Receivables reporting options available:
- Details
- Balances
- Transactions
- Statements
- Show Reports
- Dashboards
Each report type is designed to address different reporting needs, from contact information and pricing through to balances, transaction history, and performance analysis.
The goal of this tutorial series is to walk you through each of these six report types so you can confidently build reports, understand their use cases, and make full use of SapphireOne’s reporting capabilities.
The Client Details Report
The Client Details Report is the first reporting option within Accounts Receivables and is used to generate reports based on client master data.
This report allows you to produce detailed listings of client contact information using a range of predefined data fields. It is particularly useful for reviewing, auditing, or distributing client contact details.
When selecting the Client Details Report, a print dialog window is displayed. From here, you can define the report content by choosing from nine different Client Details Report types, each designed for a specific purpose.
Client Details Report Types
Below is an overview of each Client Details Report type and how it is typically used:
- One Liner – A concise report showing Client ID, Name, Contact, Position, and Phone details.
- Two Liner – Expands on the One Liner with additional contact information for the selected clients.
- Four Liner – Further expands the report to include both Postal and Physical Address details.
- Full Details – Provides all available client information. Two clients are displayed per page unless extensive notes or keywords are recorded.
- Address Details – Displays details of all multiple addresses set up for each client.
- Pricing – Includes Price Book information associated with each client.
- Pricing Full Details – Combines Price Book information with full client details.
- Direct Print – Uses a Direct Print layout configured in Utilities.
Path: Utilities > Controls > Direct Print Layouts - Direct Print 2 – Uses an alternative Direct Print layout, also configured via Direct Print Layouts in Utilities.
Report Selection Options
Within the Report Selection drop-down menu, you can choose whether to:
- Print details for Active Clients only, or
- Select All Records to include both active and inactive clients in the report
Once your report type and selection criteria are defined, selecting Print allows you to either:
- Open the report as a PDF, or
- Print the report directly from SapphireOne
This tutorial covered the Client Details Report, the first of the Accounts Receivables reporting options.
In the next post in our Accounts Receivables Reporting Tutorials, we will explore the Balances Report, which provides deeper insight into outstanding receivables and cash flow position.
If you have any questions about Accounts Receivables Reports, or would like to learn how to get more value from your SapphireOne application, please contact us or book a call with our Support Team. We’re always happy to help.
