Top Customers

The Top Customers Report prints a list of the top customers based on Lifetime Income, Year to date Income, Last Year Income, and Number of Contracts.  You define how many customers to display.  When you select the Top Customer Report, the following screen will be displayed:

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 only certain customers based on their payment type: Account customers, or Cash customers, or both.

Number of customers to report – this option allows the selection of how many customers will be displayed on the report.

Top Customers – this option selects the basis of which customers are the top.

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.

The report will look like the following sample report: