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Oct 6, 2023

Customers by Type




This article will discuss the Customers by Type report. This report lists customers based on what is in the type field in their customer records. 



Here's how to get there
Expert: Program Menu > Customer Reports > Customer Income Menu > Customer Income by Grouping > Group 1: Customer Type
Elite: Right Menu > Reports > Search: Customer Income by Grouping



From the report generator, select Customer Type for Group 1.
 

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This is a drill-down type of report where the first screen will look like the following:
 

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You can double-click on the type in blue font or on the income amounts to view additional detailed information.



 

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