Running a Customer Master Listing
Running a Master Listing report creates a less detailed version of the customer profile report.
-
Navigate to Customer Care > CRM > Customer Reports.
The Customer Reports screen can also be accessed by navigating to Financial Management > Accounts Receivable > Customer Reports.
-
Click the Customer Master Listing link.
The Selection Criteria tab appears. -
Select the Click here to add selection criteria link.
The Selection Criteria screen appears. -
On the Selection Criteria screen, select a field Group code from the drop down list.
-
Enter a Field or click the Search
icon to search for and select a Field. -
Select an Operator value from the drop down list. See the Operators table.
-
Enter a Valueor click the Search
icon or Calendar icon next to the Value field and select a value (depending on the field selected). -
(OPTIONAL) click on the More
icon to add more values. -
Click one of these buttons:
-
Save—to save your save your selection criteria and remain on the Selection Criteria screen.
-
Save/Exit—to save your selection criteria and return to the Selection Criteria tab.
-
Close—to exit without saving.
-
-
On the Selection Criteria tab, click the Sort tab.
The Sort Order tab appears. -
Select the Click to add sort field link.
The Add Columns screen appears. -
Select which columns you wish to use to sort the order on the report, then click Save.
The Sort Order tab appears. -
Click Run Report.
The Report Options screen appears. -
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. -
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. -
(OPTIONAL) select the or PDF checkbox to create a PDF of the customer master summary report.
-
Click the Run Report button to submit the customer master listing report (WCCCR02B).
Customer Reports screen
