Printing the Customer Master Listing Report (Standard)

Printing Customer Reports

Note: You must use wide paper or set your printer for compressed print (17 characters per inch) to print this report. To set your printer for compressed print, change the print setting manually. Refer to your printer manual for instructions.

From the Master Menu, double-click . The Reports Menu opens.
From the Reports Menu, double-click . The text-based (NR) Customer Reports screen opens.

Note: You can also print reports in the Customer window. To do so, click and select the report from the drop-down menu that displays.

In the (NR) Customer Reports screen, select the [R] Report type code. The cursor moves to the columns selection fields.
Use the column selection fields to print up to five columns of additional information to the right of the standard information that is included on the report. The additional information you specify prints for each item included on the report. Press Enter to skip this step and go to Step 5 if you do not need to print additional information.
- Type 2 to print the customer's billing address. The billing address is set in the Master tab in the Customer window.
- Type 3 to print the customer's shipping address. This address is set in the Shipto/Attention tab in the Customer window.
- Type 4 to print the customer's remarks. Remarks are set in the Remarks box in the Customer window.
- Type 5 to print the customer's auto-billing information. This information is set in the Monthly Auto Billing dialog box. To access it, click View and Auto Bill in the Customer window.
- Type 6 to print the customer's sales history.
- Type 7 to print the customer's credit card information on the report. This field is password protected. The password is set in the Credit Card field in the text-based (LA) Customer and A/R Parameters screen.

The cursor moves to the Sort 1 field. To accept the default sort (customer name), press Enter and go to Step 6. To customize your sorts, enter the appropriate sort codes in the Sort 1, 2, and 3 fields, as needed. For example, to use salesperson as the first sort, enter P in the Sort 1 field. For a full explanation of sort order, see ASCII Sort Order Chart. You can use up to three sorts. For each sort you enter, use the Break Page fields to specify whether to break the page on the sort.
Use the Limit fields to limit which customer records are included on the report. To include information for all of your customers, press Enter and go to Step 7. To limit the report to a range of customers, enter the beginning of the range in the From field, and enter the end of the range in the To field. If you do not use all of the characters in the From field, press Tab to move to the To field. Use Tab to move through the different Limit fields.
At the do You Want Departments prompt, type N to include only information for the master accounts, or type Y to include department information for each customer on the report.
In the Printer field, press Tab to accept the default printer, or enter the logical name of the printer with which to print the report.
In the Copies field, press Tab to print only one copy of the report, or enter the number of copies to print.
In the Records to Print field, press Tab to include every record that meets the limits you set, or enter the number of records to print. For example, enter 50 to print information for the first 50 records for the limits you set.
In the Totals Only field, type N to print detail and totals, or type Y to print totals only.
The Customer Master Listing Report prints.

Return to:

Assigning the Sort Order for Delivery Manifests