Section 8: Reports > Listing Reports

Customer Configuration Listing

This report is a list of customer accounts with their configured options (see Customers).

The report may be sorted by customer account number, customer quick code, or customer name. It may be filtered by whether to exclude inactive customer accounts. The report may also optionally include customer notes.

Report Option Fields

Field

Description

Sort by

Select the desired sort order, either by customer account number, by customer quick code, or by customer name (the system default).

Exclude Inactive Customer Accounts

Check this box (the system default) to exclude inactive customer accounts, or uncheck this box to include all customer accounts.

Exclude Customer Notes

Check this box to exclude customer notes, or uncheck this box (the system default) to include customer notes.

 

The miscellaneous customer account (i.e. customer account 0000000) is not included on the report.

(See also Reporting on Customers, Language Listing Reports, and Advertising Method Listing Reports.)

More:

Customer Contacts Listing