Customer Reports Concepts

The Basic Customer Setup report is a report format that you can use to create your own customer report. It provides the most basic information about each customer and leaves plenty of room for you to add columns of additional information. You can draw the additional information from any of the text-based customer screens. This report includes the customer name, account number, and department for each customer.

 

The Basic Customer Setup report is sorted first by account number, then by department within each account number. There are no default limits for this report. If you do not set limits, every record in the customer database is included.

 

Before you print, you can choose whether to print the report without making any changes, make changes to the print line, change sorts, change limits, and add detail lines.