Report: Customer
The Customer Report shows all of your Customers and their address. Quite a few ways of listing your Customers by.
This report can be launched from the
Reports window.
Common
Please be sure to review the
Reports page for common functionality shared by the majority of our
reports.
Criteria
Columns
Standard
- Name - Customer name..
- Agency - See Agency.
- Contact - Customer's Contact person.
- Address- Customer's address.
- Phone - Customer's phone number
- Status - The Customer's status. (Active, Inactive)
Additional Columns
- Activity - Any Activity on Customer.
- Aging - Any Aging on Customer.
- Balance - Any Balance on Customer.
- Billing Address - If your customer has a separate address for billing.
- Billing City - If your customer has a separate address for billing.
- Billing Cycle - Broadcast or Calendar Billing.
- Billing Postal - If your customer has a separate address for billing.
- Billing State - If your customer has a separate address for billing.
- Billing Street - If your customer has a separate address for billing.
- City - Customer's City.
- Created - When the Customer was created.
- Credit Policy - The Credit policy you have in place.
- Fax - Agency fax number.
- Invoice Type - The type of Invoice this customer receives.
- Last Payment - Date of last payment.
- Last Payment $ - Amount of last payment.
- Postal - Customer's Zip code.
- Primary Conflict - See conflicts
- Print (Confirmations) - Checkboxes to show if they have/have not Print Confirmations.
- Print (Invoices) - Checkboxes to show if they have/have not Print Invoices.
- Print (Statements) - Checkboxes to show if they have/have not Print Statements.
- Projecting - Projections for this Customer
- Revenue Source - The Customers selected revenue source.
- Revenue Type - The Customers selected revenue type.
- Secondary Conflict - See conflicts
- Separation Amount - The number associated with Separation Type.
- Separation Type - The Type (Minutes or Avails) associated with Separation Amount.
- State - Customer's State.
- Street - Customer's Street.
- Unpaid Invoices - Number of unpaid Invoices.
Additional Information