Customer Reports is your one-stop shop for statements, aged receivables, sales analysis, and customer-level PhreeForm reports. Every report on this screen is exportable to PDF, CSV, or Excel.
How to get there #
Menu: Customers → Reports
Direct URL pattern: https://yourdomain.com/?bizRt=phreeform/main/manager&gID=cust
The reports that ship with Bizuno #
| Report | What it shows | When to run it |
|---|---|---|
| Customer List | All customers with address, phone, email, terms, and status. | Quick address-book dump for mail merges. |
| Customer Statement | Per-customer summary: open invoices, payments, running balance. | Month-end, send to customers with open A/R. |
| Aged Receivables | Open balances bucketed 0 / 30 / 60 / 90+. | Weekly collections review. |
| Sales by Customer | Revenue per customer for a date range, sortable by $. | Identify top accounts; plan loyalty outreach. |
| Sales by Sales Rep | Revenue by sales rep, with commission columns if configured. | Monthly commission runs. |
| Sales by Item | Units and revenue per SKU by customer. | Plan reorders; see who’s buying what. |
| Open Sales Orders | All unshipped or partially-shipped orders. | Operations planning. |
| Sales Tax by Authority | Tax collected per jurisdiction. | Preparing sales-tax returns. |
Running a report #
- Click the report name to open the parameter panel.
- Enter any required parameters (date range, customer filter, project filter, etc.).
- Pick the output format: PDF, HTML preview, CSV, or Excel.
- Click Generate. The report downloads (PDF / CSV / Excel) or opens in a new tab (HTML preview).
Emailing a statement #
On the Customer Statement parameter panel, tick Email to customer(s). Bizuno sends one PDF per customer to the Accts-Rec email address from the Customer Manager. Statements go out in one batch, and you get a summary of successful sends in the status bar.
Customizing or adding a report #
Bizuno reports are built in PhreeForm, a lightweight report designer. From any report’s row, click the pencil icon to open it in the designer. You can add or remove columns, change column widths, tweak sort orders, and swap logos. See the PhreeForm designer article (Category 10 — Reference) when you’re ready to go deeper.Important: Changes made to a built-in report save in place. Copy the report first (row action → Copy) and edit the copy if you want to keep the shipped version intact.
Tips for Ridgeline Cycles #
- Run Aged Receivables every Monday and email Credit-Hold customers before the shop opens — catches slow payers early.
- Use Sales by Item to spot what’s selling on the weekends vs. weekdays, and adjust your inventory buys accordingly.
- Export Sales by Customer to Excel at year-end and sort by YTD — send hand-written thank-you notes to the top 20.
Where to go next #
- Cash Receipt (Banking) — reduce the aged receivables.
- Customer Manager — fix bad email addresses before the statement batch.
- PhreeForm designer — customize a report template.