Customer Income by Zip Code Report

The Income by Zip Code Report prints a listing of the number of customers, average and total paid income per customer, average contract amount, total paid income per customer, and the total number of contracts for each ZIP Code in your criteria. 

If you're looking for overall transaction income within a time period, paid or not, use the Transaction Dashboard.

If you want to report business income for your tax forms use reports found in Accounting reports.

When you select Income by ZIP Code Report, you will get the following menu:

• Customers to Report – this option allows you to select only certain customers based on their restrictions such as Allow Over 30 Days, Allow Over 60 Days, Allow Over 90 Days, Undesirable, Pay on Return, No Deposits, Account Closed, or Account Not Closed.

• Payment Type to Report – this option allows you to select certain customers based on their payment type: Account customers, Cash customers, or both.

• ZIP Code – this option allows you to select only a ZIP Code to report.

• City – this option allows you to select only a city to report.

• Sort – this option sets which column the report is sorted by:  by ZIP Code, by Customer Yearly Income, by Number of Customers, by Average Customer Income, by Lifetime Customer Income, or by Number of Contracts.

• Yearly Income – this option allows you to report customers that fall within an income level.  Once you checkmark Yearly Income, you will be able to select Greater than, Equal to, or Less than and then enter the appropriate income level in the box.

• Lifetime Income – this option allows you to report customers that fall within an income level.  Once you checkmark Yearly Income, you will be able to select Greater than, Equal to, or Less than and then enter the appropriate income level in the box.

• Active Date – this option allows you to select customers that have been active within a certain date range.  If you want to select all customers that have been active since January 1, 20015, then enter 1/1/15 in the after box and leave the before box blank.  If you want to select all customers that haven’t been active since December 31, 2016, then enter 12/31/16 in the before box.  If you want to select all customers that have been active from January 1, 2015, to June 30, 2015, then enter 1/1/15 in the after box and 6/30/15 in the before box.

• Printer Select – this button defines the output printer for the report.

• Cancel – this button will cancel your selections and return you to the Program Menu.

• Generate – this button will generate the report and display it on the screen.  To print the report, click on the printer icon at the top of the screen after the report is displayed.

The report will look like the following sample report: