Customer Statistics Report Prompt Options

Tip:  To quickly select or de-select all services, companies, finance periods, rate classes or statuses listed, click the Check All icon.

Services

To select the Services to print, click to check the appropriate Services listed.

Companies

To select the Companies to print, click to check the appropriate Companies listed.

Finance Periods

To select the Finance Periods to print, click to check the appropriate Finance Periods listed.

Rate Classes

To select the Rate Classes to print, click to check the appropriate Rate Classes listed.

Status

To select the Statuses to print, click to check the appropriate Statuses listed.

Sort

To choose a sort option, click to select the appropriate button.

Sort Options:

• Last Name - Prints the report in Last Name order.

• Zip Code - Prints the report in customer Zip Code order.

• Customer ID - Prints the report in Customer ID order.

Ages

To select the age balance to report, click to check the appropriate age balances listed.

Tip:  To quickly select or de-select all age balances listed, click the Check All icon.

Credit Rating

To select the customer credit ratings to print, click to check the appropriate credit ratings listed.

Tip:  To quickly select or de-select all credit ratings listed, click the Check All icon.

Print Detail
Print Summary by Company

To specify the report format, click a choice:

• To print customer statistics detail, click to select Print Detail.

• To print summary counts by company instead of printing detail, click to select Print Summary by Company.

Compressed Detail

To print a condensed version of the Statistical report with only 1 line of information per customer, click to select Compressed Detail.

Otherwise, leave this checkbox blank.

Process

To specify the type of accounts to include on the report, click a choice in the drop-down list.

Print Open Item Invoices

To include the detail of the open invoices on the report, click to check this box.  

Or, to omit open invoices from the report, leave this box blank.

Include Daily Interest

To include daily interest amounts on the report, click to check this box.  

Or, to omit daily interest from the report, leave this box blank.

Report Ranges

Last Name From

To limit the report to a range of customer Last Names, Zip Codes or Accounts, enter the appropriate beginning item in the range.

Tip:  To include all Last Names, Zip Codes or Accounts, leave blank.

Through

To limit the report to a range of customer Last Names, Zip Codes or Accounts, enter the appropriate ending item in the range.

Tip:  To include all Last Names, Zip Codes or Accounts, leave blank.

Balance From and Through

To limit the report to a range of customer balances, enter the appropriate beginning balance as the From and ending balance in the range as the Through.

Tips:  

• To consider all customer balances, leave From and Through blank.

• To report  customers with credit balances report enter a from balance of -99999999.99 and a Through balance of -.01.

• To report customers with old, unpaid balances, uncheck the current and 30-day balances and enter a from balance of .01 and a through balance of 99999999.99.  This will report customers with balances that are 60 days or older.  Note:  You can also set the low end of the range to a higher amount to report customers who have large, unpaid balances.

• To report non-active accounts with unpaid balances, uncheck the Active status and enter a from and through balance range of .01 through 999999999.99.

Last Billed Date
From and Through

To limit the report to a range of dates, enter the appropriate beginning Last Billed Date as the From and the ending last billed date in the range as the Through. (mm\dd\ccyy)

Tip:  To include all dates, leave From and Through blank.

Arrears YTD
From and Through

To limit the report to the number of times a customer has been in arrears, enter the minimum number of arrears so far this year and maximum arrears as the through. (4.0 numeric)

Tip:  To include all customers, leave From and Through blank.

Arrears Last YTD
From and Through

To limit the report to the number of times a customer was in arrears last year, enter the minimum number of Arrears Last Year as the from and the maximum arrears YTD as the through amount. (4.0 numeric)

Tip:  To include all customers, leave From and Through blank.

Customer Creation Date
From and Through

To limit the report to the customers with a creation date during a specified time period, enter the beginning customer creation date as the from and the ending customer creation date as the through. (mm/dd/ccyy)

Tip:  To include all customers, leave From and Through blank.

Service Start Date
From and Through

To limit the report to the customers with a Service Active date during a specified time period, enter the beginning customer service active date as the from and the ending service start date as the through. (mm/dd/ccyy)

Tip:  To include all customers, leave From and Through blank.

Open Item Invoice Balance
From and Through

To limit the report to customers with invoice balances within a specific range, enter the smallest invoice balance to report as the from and the largest invoice balance as the through.

Tip:  To include all invoices, leave From and Through blank.

To begin printing, click Print, or press [ENTER].

Keyboard shortcut:  [ALT + p]

To print to the Print View window, click Print View .

Or to escape from the print routine, click Cancel .

Keyboard shortcut:  [ALT + c]

Server Process Status

Status

Displays information pertaining to the various phases of the reporting process to guide you.

Note:  The status displays Complete when the process is ended.  In addition, the Message window displays Time Started and Time Ended to alert you when the routine is complete.

To close the window when the report is complete, click Close .