Inactive Customer Report

The Inactive Customer Report prints a listing of all customers that have not been active for a specified time.  The report is sorted by a year last active and then either by customer name, key, number, or lifetime income.

When you select the Inactive Customer Report, you will get the following screen:

• Customers to Report – this option allows you to select only certain customers based on their restriction 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, or Cash customers, or both.

• 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 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, 2015, 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:

Note: You can find the reports here.

• Expert: Program Menu>Analysis Reports>Customer Analysis>Inactive Customer Report

• Elite: Right Menu > Reports Icon > Search