Running a Customer Profile Report

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

1. Navigate to Customer Care > CRM > Customer Reports.
   

   The Customer Reports screen can also be accessed by navigating to Financial Management > Accounts Receivable > Customer Reports.

   Customer Reports screen

   
   

2. On the Customer Reports screen, click on the Customer Profile link.
   The Selection Criteria tab will appear.

   
   

   Selection Criteria tab

3. On the Selection Criteria tab, select the Click here to add selection criteria link.
   The Selection Criteria screen will appear.

   
   

   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 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 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 appear.

    Sort Order tab

    
    

11. On the Sort Order tab, select the Click to add sort field link.
    The Add Columns screen appears.

    Add Columns screen

    
    

12. On the Add Columns screen, select which columns you wish to use for the sort 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 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).