3. Double-click Customer Status Report from the list of reports.
4. You can run the report for a range of account codes, or individually
selected customers, or include selection criteria to search for a specific
group of accounts. To include a range, type the first and last accounts to
be included in the From Account and To Account fields. You can use
the icon to look up account codes. To manually select specific
accounts, click the Advanced Selection button then select the letters of
the alphabet to select the accounts from. Highlight a customer in the list
and click Add to include them on the report. Hold the Control key down to
select multiple accounts. The selected accounts show in the right hand
side of the screen. To apply selection criteria click the Advanced
Selection button then click the Search radio button. The search window
will open. Click here for instructions on using the
account search facility.
5. Choose how you want to order the report using the Sort Report By
options. If you select Rep Code or Area Code, you will be prompted for
the rep or area range you want to include in the report. Make your
selections from the drop-down menus.
6. Choose which Account Status you want to include on the report. Tick all
the check-boxes you require.
7. Enter the number of Days Since the customers Last Order and/or Last
Invoice to narrow down the selection criteria on the report. This will limit
the report to those accounts who have not had an order or invoice within
the number of days specified here.
8. Select where you want to Send Output To. (more info)
9. Click Ok.
Click here to view an example page from the Customer Status Report.
icon to look up account codes. To manually select specific
accounts, click the Advanced Selection button then select the letters of
the alphabet to select the accounts from. Highlight a customer in the list
and click Add to include them on the report. Hold the Control key down to
select multiple accounts. The selected accounts show in the right hand
side of the screen. To apply selection criteria click the Advanced
Selection button then click the Search radio button. The search window
will open. Click
here for instructions on using the
account search facility.