Running a Customer Profile Report

Running a Customer Profile report (WCCCR02D) prints a detailed profile of your selected customer, showing the fields chosen on the Customer Selection screen.

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 Profile 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.

   Selection Criteria screen

   
   

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 for the sort order on the report, then click Save.
    

    The updated Sort Order tab

    
    

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 that will 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 profile report.

17. Click the Run Report button to submit the customer profile report (WCCCR02D).

Revision: 2026.10