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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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