Running a Customer Master Listing

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

1. From any IntelliDealer screen, navigate to Customer Care > CRM > Customer Reports tab.
   

   The Customer Reports screen can be accessed from the Financial Management Quick Links screen or the Customer Care Quick Links screen by clicking the Customer Reports link from the Accounts Receivables or CRM list.

   Customer Reports screen

   
   

2. Click the Customer Master Listing link.
   The Selection Criteria tab appears.

   Selection Criteria tab

   
   

3. Select the Click here to add selection criteria link.
   The Selection Criteria screen appears.

   Selection Criteria screen

   
   

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 Valueor 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 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.

10. On the Selection Criteria tab, click the Sort tab.
    The Sort Order tab appears.

    Sort Order tab

    
    

11. Select the Click to add sort field link.
    The Add Columns screen appears.

    Add Columns screen

    
    

12. Select which columns you wish to use to sort the order on the report, then click Save.
    The Sort Order tab appears.

    Sort Order tab

    
    

13. Click Run Report.
    The Report Options screen appears.

    Report Options screen

    
    

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).