Customer Listing Report

Overview
 

The Customer Listing Report prints the customer’s key, number, name, address, and phone number for all selected customers. The report can be sorted by customer name, key, number, or lifetime income. Once the report is displayed, you will be able to export it to an Excel spreadsheet by selecting from the list of icons at the top of the page.


Topics included in this article
 

• Customer Listing Report
• Report Fields

Here's how to get there:
Expert: Program Menu > Customer Reports > Customer Listing
Elite: Right Menu > Customer Listing

Customer Listing Report
 

1. Select which customers you wish to report.

2. Select the payment type to report.

3. Select your grouping: by customer type, payment type, or name.

4. Select your report sorting method: by customer name, customer key, customer number, or lifetime income.

5. Select both your yearly and lifetime income values.

6. Enter the before and after active dates for the report.

7. Select the Generate button.
 

The report will look like the following sample report:

Report Fields
 

Customers to Report - this option allows you to select only certain customers based on their type or restriction: 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 only certain customers based on their payment type: account customers, cash customers, or both.
 

Group By - this option allows you to select how the customers are grouped together.
 

Sort - this option sets which column the report is sorted by: customer name, key, number, or lifetime income.
 

Yearly Income - this option allows you to report customers that fall within an income level. Once you check 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 check Lifetime 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, 2006, then enter 1/1/06 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, 2005, then enter 12/31/05 in the before box.  If you want to select all customers that have been active from January 1, 2006, to June 30, 2006, then enter 1/1/06 in the after box and 6/30/06 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.

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