Client reports

In this section, you will find the information about the client reports and their related options.

Client list

To generate this report, in the GEM-CAR Main menu, go to Reports > Customer management > Client list. You can also select the Print button in the Customer management window.

This report includes a list of all your customers and can be generated in summary, detailed or label formats.

Options

When generating the report, follow the guidelines below to configure the options.

From client and To client: Enter customer numbers in these fields to set a starting and ending point for the list. The default values 0000000000 and ZZZZZZZZZZ correspond to all customers.

Summary: Select this option to generate the summary version of the report. It contains customer numbers, names, telephone numbers, fax numbers and e-mail addresses.
Detailed: Select this option to generate the detailed version of the report. It contains customer numbers, names, addresses, telephone numbers, fax numbers, cellphone numbers, e-mail addresses and discount groups.
Labels: Select this option to generate the label version of the report. It includes a label list with customer names and addresses.
Numeric: Select this option to sort the report numerically by customer numbers.
Alphabetical: Select this option to sort the report alphabetically by customer names.
Print the list of clients with an account receivable: Select this option to only include customers with active account receivable on the report.
Clients in a discount group: Select this option to include only customers in discount groups on the report. This option is only available for the detailed report.
Customers associated to a vendor: Select this option to include only customers associated to vendors on the report. This option is only available for the detailed report.

Cost per mileage

To generate this report, in the GEM-CAR Main menu, go to Reports > Customer management > Cost per mileage. You can also select the Cost per mileage button in the Customer history window.

On this report, you will find information about your profits by car mileage for specific customers. It includes:

license numbers;
makes;
models;
years;
vehicle numbers;
stock numbers;
odometer;
cost prices;
traveled distances; and
profits per mileage.

Options

When generating the report, follow the guidelines below to configure the options.

Date from and Date to: Select a period by entering dates in these fields or retrieve them using the calendar buttons.
Customer number: Enter the customer number in this field or retrieve it using the magnifying glass button.
Replace the cost column by serial numbers: Select this option to replace the costs by VINs on the report.
Client's vehicle: If the customers own multiple vehicles, select a vehicle using this drop-down menu to generate a report about this vehicle only. If you don't select a vehicle, the report will include all vehicles.
Categories: Select categories on the list to include only sales for these categories in the calculations. If you do so, taxes are excluded from calculations.

Accounts receivable aging

To generate this report, from the GEM-CAR 14 Main menu, go to Reports > Customer management > Accounts receivable aging.

You can generate 2 versions of this report. The Summary version contains a list of all customer accounts receivable. It features:

customer numbers;
customer names;
customer telephone numbers; and
total receivable amounts.

Receivable amounts are also divided between 5 columns:

since less than 30 days;
since more than 30 days;
since more than 60 days;
since more than 90 days; and
since more than 120 days.

The detailed version contains the same information and columns, but also details all transactions.

Options

Before generating the Accounts receivable aging report, follow the guidelines below to configure the options.

Numeric: Select this option to sort the report numerically by customer numbers.
Alphabetical: Select this option to sort the report alphabetically by customer names.
Summary or Detailed: Select either Summary or Detailed to generate the summary or detailed version of the report.
End date: Enter the end date for the report in this field.
Customer number from and Customer number to: Enter customer numbers in these fields to set a starting and ending point for the list. The default values 0000000000 and ZZZZZZZZZZ correspond to all suppliers. To generate the report for one customer only, enter the same customer number in both fields.

Accounts receivable analysis

To generate this report, follow the instructions below.

In the Point of sale, select the Customer field text.
In the Accounts receivable analysis window, select the Print button.
In the Printing of accounts receivable analysis window, configure the options and select the Print button.
When GEM-CAR asks, confirm the printing.

On the Accounts receivable analysis report, you will find the following information:

invoice dates;
invoice numbers;
invoice amounts;
payment dates;
Deposit numbers;
paid amounts;
balances; and
costomers' total amounts.

If you select the Detailed wiht aging option, receivable amounts are also divided between 5 columns:

since less than 30 days;
since more than 30 days;
since more than 60 days;
since more than 90 days; and
since more than 120 days.

Options

When generating the report, you can configure the options below.

Digital: Select this option to sort the report numerically by customer numbers.
Alphabetical: Select this option to sort the report alphabetically by customer names.
Customer from and Customer to: Enter customer numbers in these fields to set a starting and ending point for the list. The default values 0000000000 and ZZZZZZZZZZ correspond to all customers. To generate the report for one customer only, enter the same customer number in both fields.
Inlcude accounts at 0: Select this option to include accounts with 0$ amounts on the report.
Detailed with aging: Select this option to include 5 extra columns on the report with details about accounts receivable aging.
Display descriptions: Select this option to include account receivable descriptions on the report.