Customer ReportsCopy

In GnuCash, a Customer Report provides an overview of your dealings with a specific customer, showing their total balance, how much they owe (aged by 0-30, 31-60, etc., days), and linking to individual customer details or invoices, helping analyze profitability by comparing customer income and expenses. It’s part of GnuCash’s business reports for managing accounts receivable and understanding customer financial activity, though some users find it needs tweaks to show unpaid invoices specifically. 

Cheat Notes: 

1. Open the Reports Menu: Click on Reports in the main menu bar at the top of the screen.
2. Select a Customer Report: Choose a report that fits your needs, such as “Customer Summary” or “Customer Statement”.
3. Adjust Report Options:
   • Click the Options button on the toolbar to open the report settings.
   • Go to the General tab to set a custom date range (e.g., start and end dates) and a report name.
   • Navigate to the Accounts tab to select specific customer accounts or a range of accounts to include in the report.
   • Explore other tabs for further customization, such as filtering by transaction type or showing hidden accounts.
4. Run the Report: After adjusting the settings, click the Run button to generate the report based on your criteria.
5. Print or Export the Report:
   • Click the Print icon on the toolbar or go to File > Print to print directly or save to a PDF.
   • Click the Export icon to save the report as a web page (HTML), which can also be useful for copying and pasting into other programs.
6. Save the Configuration (Optional): To reuse your custom settings later, click Save Report Configuration As… in the options dialog and give your report configuration a name. It will then be available under Reports > Saved Report Configurations.