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  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.701  Help ID: 904

Customer List

The Customer List generates a list of customer information for the specified range of customers.
Customer List
1

Report Type

1. Report Type
Listing lists customer contact and account information.  It allows you to drill down to the customer file.
 
Sales lists current customer sales.
 
Labels formats mailing labels for the specified customers.
2

Order

2. Order
You can order report results by customer ID, last name, sales or zip code.
3

Date Ranges

3. Date Ranges
You can enter date ranges for sales data for the current year and prior year.  Click Set Dates to edit date ranges.
4

Filter Criteria

4. Filter Criteria
You can filter report results for customer account type, sales, status, tax type, and charge account terms.   For year-to-date sales, enter the top or bottom percentage to filter for.  You indicate whether to include customer contacts.
5

Filter Criteria

5. Filter Criteria
You can further filter report results for customer ID or name, pricing scheme, statement type, and print group.  You can indicate to only report No Commission customers or to include customer tax IDs.
 
Here is an example of a Customer Listing report with default settings:
 
Here is an example of a sales type Customer Listing report: