Use this report to track down missing payments, remind yourself of upcoming payments, and any past due of accounts you might have.
You can find reports within RW Elephant by navigating to the “Reports” icon in the upper left corner of your browser window.
Use the Report Type drop-down menu to choose “Accounts Receivable.”
Select a prefixed date range or enter a specific date range you’d like the report to reflect and click the “Display Report” button.
Users on the Herd Leader plan can also enter specific Order Tags to narrow down report results. The report will only contain Orders that include the Tag specified. If you include multiple Tags, the report will only include Orders that have BOTH Tags (not either).
A table will display of the Report that can be filtered and rearranged right within the Reports section of RW.
Untick column headers to hide them or drag and drop columns to rearrange them before downloading.
When you’re ready to download, click the “Download Report” button and the Report will generate as a spreadsheet saved to your computer.
Once downloaded, the next time you generate the Report, RW will remember your previous filters and arrangements for quicker downloading.