Running Customer Labels

Running Customer Labels creates labels (WCCCR02C or WCCCR02C2) used when mailing to your customer base or for labeling customer files.

1. Navigate to one of: 

   Customer Care > CRM > Customer Reports
   

   Financial Management > Accounts Receivable > Customer Reports.

   The Customer Reports screen opens

   

2. On the Customer Reports screen, click on the Customer Labels link.

   The Selection Criteria tab appears.

   

3. Select the Click here to add selection criteria link.
   

   The Selection Criteria screen appears.

   

4. On the Selection Criteria screen, select a field Group code from the drop down list.

5. Enter a Field or click the Search icon to search for and select a Field.
   

6. Select an Operator value from the drop down list. See the Operators table.

7. Enter a Value or click the Search icon or Calendar icon next to the Value field and select a value (depending on the field selected).

8. (OPTIONAL) click on the More icon to add more values.

   Selection Criteria screen

   

9. Click Save/Exit to save your selection criteria and return to the Selection Criteria tab.

10. Click the Sort tab.
    

    The Sort Order tab appears.

    

11. Click the Click to add sort field link.
    

    The Add Columns screen appears.

    

12. Select which columns you wish to use for the sort order on the report, then click Save.
    

    The Sort Order tab appears.

    

13. Click Run Report.
    

    The Report Options screen appears.

    

14. Select a Customer Status.

15. Select a Label Style:

    • Page—if selected, a page dimension must also be selected (2x10 or 3x10)

    • Individual

16. Enter the Printer that will print the customer labels or click the Search icon to search for and select a printer from the Printers screen.

17. Click the Run Report button to submit the customer labels report.
    Depending on your selection criteria one of these reports will be produced: (WCCCR02C) or (WCCCR02C2).

Revision: 2026.10