Customer Reports Overview

Customer Reports allows you to produce various customer reports. You can select all customers or only certain customers to be included on the report, based on any information in the customer profile (such as all customers in a certain discount pricing group).

These reports can be run at any time. No files are updated; only reports are printed. The reports include all current customer, call, and machine information as of the time the run is started.

Report Title Description

WCCCR02A

Customer Master Summary Prints a summary listing of all customers selected and their corresponding data fields.

WCCCR02B

Customer Master Listing

Prints a detailed list of selected call records and prints a total page for each salesperson, division, and company. If the summary option is selected then only the total pages for each salesperson, division, and company are printed. The total fields that appear on salesperson, division, and company total pages are described below:

  • TY, PU, RE - The different call type, purpose, and result codes that exist for this salesperson, division or company.

  • DESCRIPTION - The different call type, purpose and result descriptions for the call codes that exists for this salesperson, division or company.

  • TOT - The number of calls that are coded with this call type, purpose and result code for this salesperson, division or company.

  • % - The percentage of this call type, purpose and result code in relation to all calls for this salesperson, division or company.

WCCCR02D

Customer Profile

Prints a detailed profile of each customer selected showing the following:

  • Corresponding data fields for each selected customer.

  • All equipment that has been sold by your dealership since the IntelliDealer equipment system was installed will be listed under the heading EQUIPMENT SOLD THROUGH DEALERSHIP. The equipment listed here has been loaded to the equipment system through the Equipment Profile tab.

  • All equipment that has been sold by your dealership before the IntelliDealer equipment system was installed will be listed under the heading EQUIPMENT SOLD THROUGH COMPETITORS. All equipment that has been sold by your competitors will also be listed under the heading EQUIPMENT SOLD THROUGH COMPETITORS. The equipment listed here has been loaded to the customer profile system through the. Customer Profile tab.

  • All call information that has been loaded to the customer profile system through the Customer Profile tab will be listed under the heading CALL INFORMATION.

WCCCR02C

Customer Labels (2 columns) Two-column customer labels.

WCCCR02C2

Customer Labels (3 columns) Three-column customer labels.
WFMAP01B Labels Two-column customer labels.
WFMAP01B2 Labels Three-column customer labels.
WFMAP01D Labels Two-column customer labels.
WFMAP01D2 Labels Three-column customer labels.
WUPDRPT Select/Update - Customers  

Revision Date: 2/17/2026