Customer Listing Report

Customer Listing Report

Report Summary

The Customer Listing Report allows you to see a list of all your Customers, their address and current account balance.
Notes
For Newsagents: The report can also show details of your Customer orders for papers and magazines. 

Generating the Report

  1. On the top menu bar of Retailer, click on Reports → Customer → Customer Listing.
  2. Select if you want to filter the report by any Customer Categories. This can either be Select All or Selected Categories.
  3. Select if you want to filter the report by any Customer Interests. This can either be Select All or Selected Interests.
  4. Select if you want to filter the report by any Customer Tags.
  5. Choose the order you wish to view the report in. You can chose from the following options:
    1. Customer Number
    2. Surname
    3. Street Key
    4. Company Name
  6. If you require a selected customer group, you can select the start and end customer number
    1. Leave the settings as they are to run it for all customers.
  7. Exclude All Order Details will remove the newsagency-specific order details from the report and only display the customer address and balance.

Reading the Report

The Customer Listing Report has several columns which give you information about each customer. Some columns are specific for newsagencies only.
Each Customer is identified by their Customer Number and Address on the first line, their phone number is also displayed on the second line.
The balance columns are highlighted in blue in the picture below, to help identify the columns they refer too.
  1. Current - The current balance on the customers account
  2. 30-60 - Any amount more than 30 days in arrears 
  3. 60-90 - Any amount more than 60 days in arrears
  4. 90+ - Any amount more than 90 days in arrears
NotesBased on your customer Aging Type setup, the columns will either display as number of days, or months

The following Newsagency specific columns appear if the Exclude All Order Details option is unticked:
  1. Title - Identifies which magazine or paper the customer has on order.
  2. Start - The start date of the customers order.
  3. Days of the Week - Shows what day of the week a customer receives a title and how many they get on each day.
  4. Del/Put - Identifies if a title is a Put-away order or a Delivery Order
The Ch/Pap columns highlighted in green in the picture below, help identify the columns they refer too.
  1. Ch/Pap - Charge Paper identifies whether the order is being charged or not.
  2. Column - Identifies the price column the order uses from the stock screen for that item. This allows for separate pricing structures for the same item.
  3. Delivery Fee - Identifies what delivery fee is being charged for the title.


Saving the Report

You can save the report to a file.
  1. Click Preview to preview the report.
  2. At the top of the screen, click on the DISK 💾 icon. 
  3. Select the location to where you want to save the report. 
  4. In 'Save as Type' at the bottom, select your chosen file type. You can chosen between the follow file types:
    1. Quick Report Type (.qrp)
    2. Text File (.txt)
    3. HTML document (.html)
    4. RTF file (.rtf)
    5. WMF file (.wmf)
    6. PDF document (.pdf) - This is the most common file type.
  5. Click on Save.

Export to Excel
This report cannot be exported to Excel. If you want to export your customer data to Excel, then click HERE for information on how to use the Export Data utility.

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