Individual Reports - Customer List
The Customer List report is included in the following Standard products:
- Standard Accounts (Sales Ledger module)
- Standard Contracts
- Standard Invoicing
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The Customer List is a simple listing of all the Customers in the Contact register. You can also produce this report for an individual Customer by clicking the Printer icon when that Customer is open in a record window.
If you are using Standard Accounts and you need to print a list of Suppliers in the Contact register, use the Supplier List report.
The Customer List report has the Drill-down feature common to many reports in Standard products. Click on any Customer Number in the report to open the Contact record for that Customer.
Leave all the fields blank if the report is to cover all the Customers in the Contact register. If you need to restrict the coverage of the report, use the fields as described below.
- Customer
- Paste Special
Customers in Contact register
- Range Reporting Alpha
- Use this field to limit the report to a single Customer, or range of Customers.
- Category
- Paste Special
Customer Categories setting
- To restrict the report to Customers belonging to a single Category, enter a Category Code here.
- Sorting
- These radio buttons control the sort order of the report. The default is to print the report in Customer Number order, but you can also print in Name order.
- Function
- These radio buttons control the level of detail shown in the report.
- Detailed
- This, the default option, prints a comprehensive report that includes virtually all the information stored in each Contact record.
- Contact Data
- This choice limits the output to Customer Number, Name, Telephone Number, and Contact Person.
The following additional fields and options are included in Standard Contracts:
- Payment Terms
- Paste Special
Payment Terms setting
- Use this field to restrict the report to Customers with the same Payment Terms.
- Include all Contact Persons
- This option will list all Contact Persons for each Customer. If you print the report to screen, you will be able to open individual Contact Person records using the Drill-down feature.
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