Learn How to view Receivables Report in SwilERP Software

View Receivables Report

How to View Receivables Report in SwilERP (RetailGraph)


The Receivables report in SwilERP itemizes invoices, payments, and credits for a specific period, providing an account status reminder. This report aids in viewing and analyzing receivables, helping users to generate it effortlessly.

Start with Login in the SwilERP Dashboard to initiate the process

  1. Go to the Receipts menu.
  2. Select Receivables.
Reference Window:
SwilERP Dashboard Window

How to view the report of Receivables:

  1. If the user wants to generate the report of receivables, they have to follow the below easy steps:-
  1. Go to the Home tab.
  2. Select the As on Date, till which you want to view details.
  3. You can select the Location as per your requirement.
  4. Select the report type in which you want to view the data in your report.
  5. Select any options from the drop-down list in which Select/Reports/Refer By.
  6. If the users want to apply a filter to the data, they can do it in the Account/Customer/ReferBy tab.
  7. Tick mark in the below-given options, if needed:-
  1. Print/Preview Reminder
  2. Auto Adjustment (After the tick mark, all pending bills will be auto-adjusted with the given payments, and the report will be shown accordingly)
  3. Consider PDC as Paid
  1. Enter the Over Due By Days, and details will show accordingly.
  2. Select the Balance Type of which balance data you want to view.
  3. Select Series List, if required.
  4. Now, click on the View tab.
Reference Window:
Report Window

How to view details in the chart format:

  1. From the Home tab.
  2. To convert it into a chart, click on the Chart tab.
  3. Inside the chart tab, there are given many chart options; select in which you want to convert the report.
Reference window:-
Chart Format Window
Select the Area tab:
  1.  If users want to view the Report Area-wise, then they can select any option in the below-given option:-
  1. Region
  2. Area
  3. Locality
  4. Customer
  5. Refer By (Zone), etc.
  6. After selecting the above options, click on the View tab to view details.
Reference window:-
Area Tab Window
Select the Station tab:
  1.  If the user wants to view this Report as Station wise, they can select any option in the below-given option:
  1. Country 
  2. State
  3. District
  4. Customer, etc.
  5. Now, click on View.
Reference window:
Station-wise Details Window

How to analyze the data:

  1. Firstly, go to the Analysis tab.
  2. Select the date in As on Date, till which you want to analyze the data.
  3. The second step is to click on the View tab.
  4. Use the field list to arrange fields in a Pivot Table.
  5. After choosing fields, you will see the data in Analysis Grid.
  6. Enter the name and click on the Save tab to save this report.
  7. If you want to open the previous report, enter that report name and click on the Open tab.
  8. Users can Remove/Export, and Import the report as their requirement.
  9. You can set Grid as per the requirement.

How to use the Areas Section:

  1. Use the areas section (at the bottom) of the field list to rearrange fields the way you want by dragging them between the four areas. 
  2.  Fields that you place in different areas are shown in the PivotTable as follows:

1. Filters

2. Columns

3. Rows

4. Values

Reference window:
Analysis Tab Window

How to view analytics data in chart form:

  1. From the Analysis tab.
  2. Click on the Chart option to view data in chart form.
Reference window:
Analyze Details In Chart Format Window

How to view the Raw data details in the same window:

  1. Click on the given 'Raw Data' option to view the raw data of stock.
Reference window:-
Raw Data Window

How to Print & Preview the report:

  1. Go to the Display tab.
  2. To take the printout, click on the Print and Preview tab.
Reference window:-
Print & Preview Tab Window

How to export the data in excel format:

  1. From the Display tab.
  2. To export the report, click on the 'T' point.
  3. Inside the 'T' point, there are given many export formats to choose from in which you want to export.
Reference window:-
Export Tab Window

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