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Customers: Using CounterPoint Customer Reports Overview

This document explains some of the various reports available using the Customers / Reports menu.

NOTE: This section briefly describes each report on the Customers / Reports menu. Some of these reports are described in other documents. If the detailed information on how to print a report can be found in another document, a reference tells you where to find these instructions. Otherwise, the report is described later in this document.

Customer List Shows a list of existing customers. (See the Customer List section on page 3 for more information.)

Customer Profile List Shows a list of customers with associated profile information. (See the Customer Profile List section on page 4 for more information.)

You may define what profile information prints on this report, and determine which customers print based on the contents of their profile fields. You can also save up to eight report formats for repeated use.

Ship-to Address List Shows a list of customers with associated ship-to addresses. (See the Ship-to Address List section on page 7 for more information.)

Aging report Shows customer aged balances for A/R charge customers.

When this report is run, the specified customer accounts are aged before the report prints, and the customer records are updated with the new aged balances.

Printing the Aging report:

See Aging Customers Accounts for more information.

Charges and Payments by Month report Shows a 12-month history of charges and payments for each specified customer, with individual monthly totals for the last six months. (See the Charges and payments by month report section on page 8 for more information.)

This report is useful for collections.

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Cash Receipts Worksheet Provides a worksheet to use in determining how to apply cash receipts.

Printing the Cash Receipts Worksheet:

See “Printing the Cash Receipts Worksheet” in Entering Cash Receipts for more information.

Open Item Detail report Shows a list of existing open items for A/R charge customers.

Printing the Open Item Detail report:

See “Printing the Open Item Detail report” in Working with Open Items for more information.

Unapplied Items Report Provides a list of all unapplied open items for open item A/R charge customers.

Printing the Unapplied Items Report:

See “Printing the Unapplied Items Report” in Working with Open Items for more information.

Closed Items Report Shows a list of existing closed items for A/R charge customers.

Printing the Closed Items Report:

See “Printing the Closed Items Report” in Working with Closed Items for more information.

Payment History Report Shows selected history of AR payments. (See the Payment History Report section on page 9 for more information).

Loyalty Points History Report List of loyalty points that have been awarded

Printing the Loyalty Points History Report:

See Working with Loyalty Programs for more information.

Loyalty Points Redemption Report List of loyalty points that have been redeemed

Printing the Loyalty Points Redemption Report:

See Working with Loyalty Programs for more information.

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Customer List Select Customers / Reports / Customers.

1. Print in order by Select whether to print the list in order by Customer number or by Customer name.

4. Last sale date Enter the last sale date to use in determining which customers to include.

Press F1 for the Earliest existing last sale date.

Customers with a Last sale on date before the date entered here are not included on the list.

5. Print notes ? Specify whether to print customer notes by selecting Yes or No.

6. Print history ? Specify whether to print customer monthly history by selecting Yes or No.

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Customer Profile List Select Customers / Reports / Customer profile.

1. Print in order by Select whether to print the list in order by Customer number or by Customer name.

4. Last sale date Enter the last sale date to use in determining which customers to include.

Press F1 for the Earliest existing last sale date.

Customers with a Last sale on date before the date entered here are not included on the list.

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5. Profile fields to print This field allows you to define which profile information prints on the list, and when this information should print.

The profile prompts defined in Setup / Customers / Control display in the box on the right side of the screen.

Press F2 if you have previously saved profile report parameters, to select an existing report format.

Profile field Press:

Up Arrow

Down Arrow

To move the highlight among the displayed profile fields

Home End

Enter To select the highlighted profile field

After you have entered at least one profile field, you may select [Finished] to indicate that you are through entering profile fields.

Print when customer Select:

EQ To print this profile field when the customer’s profile information equals the specified value (entered in the next field)

NE When the customer’s profile information is not equal to the specified value

GT When the customer’s profile information is greater than the specified value

LT When the customer’s profile information is less than the specified value

GE When the customer’s profile information is greater than or equal to the specified value

LE When the customer’s profile information is less than or equal to the specified value

Press F1 for Always, to print this profile field for all customers.

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[Value] If you entered anything other than Always in the preceding field, you must specify the value to use in determining whether each customer’s profile information prints.

Enter the value against which to compare each customer’s profile information.

Any change to report format ? This question appears after you select [Finished] from the list of profile fields if you enter fewer than 15 profile fields, or after you have entered 15 profile fields.

Specify whether to make any changes to the profile fields.

Save report format ? This question appears if you enter new profile field information.

Specify whether to save this report format for future use.

Save report format window This window appears only if you answer Yes to Save report format ?.

If you have previously saved any report formats, these formats display in this window.

Press:

Up Arrow

Down Arrow

To move the highlight among the report names

Home End

Enter To select the highlighted report name

To save a new report, without overwriting an existing report format, select [New].

Report format description: This field appears only if you answer Yes to Save report format ?, and only after you have selected a report name (or [New]) from the Save report format window. If you selected an existing report name, this name appears as the default.

Enter a description of this report format.

Press Esc to return to Save report format ?.

OK to save report format… ? This field appears only if you answer Yes to Save report format ?, and only after you have entered a report format description. The description you entered displays in the question.

Specify whether to save this report format by selecting Yes or No.

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Ship-to Address List Select Customers / Reports / Ship-to addresses.

2. Only print default ship-to addresses ? Specify whether to print only the default ship-to address for each specified customer by selecting Yes or No.

NOTE: If you answer Yes, customers without a default ship-to address are not included on the report.

Defining ship-to addresses:

See “Defining ship-to addresses” in Defining Customers for more information.

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Charges and payments by month report Select Customers / Reports / Charges and payments by month.

1. Print in order by Select whether to print the list in order by Customer number or by Customer name.

4. Show zero bal customers ? Specify whether to include customers whose account balance is zero by selecting Yes or No.

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Payment History Report Select Customers / Reports / Payment history.

You can print this report for any selected range of customers and/or dates.