Customer Master List

Customer Master List generates a report of customer account information by customer, site and service based on user defined parameters. Also see Related Tasks .

Navigate To: Report>Report Center>Customer>Customer Master List

Select a Report Type

Summary: Condenses the service information by site per customer.

Customer Address: Only reports customer address. No site or service information is reported.

Detail: Groups by site and service per customer and includes a customer and site details.

Billing: Groups by Billing Address.

Routing: Reports Routing Details per service grouped by customer/site.

Show Past/Future Rates: Only available when Detail or Billing report type is selected. Includes current, future and past activity and material rates on the service level per customer/site. .

Select Customers Option: Active, Inactive, Suspended or All.

Select Sites Option: Active, Inactive, Suspended or All.

LEED Only will only report sites with LEED setting enabled.

Select Services Option: Active, Inactive, All, New Services as of _____ Days (enter # of Days since new service date) or Service Stop Date as of ______.

Customer Selection: Numeric (default is full range or change to specific customer range), Alphabetic (Enter From-To alphabetic customer range), Specific (enter or search for specific customers to populate the grid).

Define All or Specific Customer Types, Sales Rep, Business Code, Billing Cycle or Service Type to be included in the report.

Select Report Output: Preview, Print, Export or Email.

Customer Master List will produce a report according to the defined parameters in the selected output style.

Related Tasks

Customer Entry

Customer Explorer