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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.

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Common

Please be sure to review the Reports page for common functionality shared by the majority of our reports.

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Criteria

• All

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Columns

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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)

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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.

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Additional Information

• See Reports.