Running a Customer Master Listing

Running a Master Listing report (WCCCR02B) creates a less detailed version of the customer profile report.

1. Navigate to one of: 

   Customer Care > CRM > Customer Reports
   

   Financial Management > Accounts Receivable > Customer Reports.

   The Customer Reports screen opens

   

2. Click the Customer Master Listing link.
   

   The Selection Criteria tab appears.

   

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

   The Selection Criteria screen appears.

   

4. 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 Valueor click the Search icon to search for and select a Value.
   

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

9. Click the Save/Exit button 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 to sort the 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.

    Note:  If you have selected status as a selection criteria field the Please select a customer status section will not appear on the Report Options screen.

15. Enter the Printer to print the customer master summary report or click the Search icon to search for and select a printer from the Printers screen.

16. (OPTIONAL) select the or PDF checkbox to create a PDF of the customer master summary report.

17. Click the Run Report button to submit the customer master listing report (WCCCR02B).

Revision: 2026.10