Customer Statistics Report Instructions

Use the Customer Statistics Report to list the customers whose information meets the criteria selected for the report.  This report can provide a variety of customer information.  For example, you can use this report to list customers who have Age Balance amounts greater than $50 that are older than 90 days, customers who have been in arrears a certain number of times this year or customers who have a status of collections.  In addition, you can use this report to produce a list of customers with credit balances.

Tips:

• This report is also known as the Customer Statistical Report.

• For more information about running reports, see Print View.

• For information about the buttons on the toolbar, see the Reporting Toolbar.

Directions:

To see directions for...

• Opening the Customer Statistics Report, click More.

   

  1.  Click Reports from the Menu Bar.

  2.  Click Customer.

  3.  Click Customer Statistics.
  
  Or, use the keyboard shortcut:  [ALT] [e] [c] [w].

   

  Customer Statistics Report Window Example:

  

   

• Choosing the selections at the prompt window, click More.

   

  Customer Statistics Report Prompt Options
  Services	To select the Services to print, click to check the appropriate Services listed. Tip:  To quickly select or de-select all Services listed, click the Check All icon.
  Companies	To select the Companies to print, click to check the appropriate Companies listed. Tip:  To quickly select or de-select all Companies listed, click the Check All icon.
  Finance Periods	To select the Finance Periods to print, click to check the appropriate Finance Periods listed. Tip:  To quickly select or de-select all Finance Periods listed, click the Check All icon.
  Rate Classes	To select the Rate Classes to print, click to check the appropriate Rate Classes listed. Tip:  To quickly select or de-select all Rate Classes listed, click the Check All icon.
  Status	To select the Statuses to print, click to check the appropriate Statuses listed. Tip:  To quickly select or de-select all Statuses listed, click the Check All icon.
  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 print, 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	To limit the report to a range of customer Balances, enter the appropriate beginning Balance in the range. Tip:  To include all customer Balances, leave blank.
  Through	To limit the report to a range of customer Balances, enter the appropriate ending customer Balance in the range. Tips:  To include all customer Balances, leave blank.
  Last Billed Date From	To limit the report to a range of dates, enter the appropriate beginning Last Billed Date in the range. (mm\dd\ccyy) Tip:  To include all dates, leave blank.
  Through	To limit the report to a range of dates, enter the desired ending Last Billed Date in the range. (mm\dd\ccyy) Tip:  To include all dates, leave blank.
  Arrears YTD From	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. (4.0 numeric) Tip:  To include all customers, leave blank.
  Through	To limit the report to the number of times a customer has been in arrears, enter the maximum number of arrears so far this year. (4.0 numeric) Tip:  To include all customers, leave blank.
  Arrears Last YTD From	To limit the report to the number of times a customer was in arrears last year, enter the minimum number of Arrears Last Year. (4.0 numeric) Tip:  To include all customers, leave blank.
  Through	To limit the report to the number of times a customer was in arrears last year, enter the maximum number of Arrears Last Year. (4.0 numeric) Tip:  To include all customers, leave blank.
  Customer Creation Date From	To limit the report to the customers with a creation date during a specified time period, enter the beginning customer creation date. (mm/dd/ccyy) Tip:  To include all customers, leave blank.
  Through	To limit the report to a range of dates, enter the desired ending customer creation date in the range. (mm\dd\ccyy) Tip:  To include all dates, leave blank.
  Service Start Date From	To limit the report to the customers with a Service Active date during a specified time period, enter the beginning customer service active date. (mm/dd/ccyy) Tip:  To include all customers, leave blank.
  Through	To limit the report to a range of dates, enter the desired ending Last Billed Date in the range. (mm\dd\ccyy) Tip:  To include all dates, leave blank.
  Open Item Invoice Balance From	To limit the report to customers with invoice balances within a specific range, enter the smallest invoice balance to report. Tip:  To include all invoices, leave this blank.
  Through	To the report to customers with invoice balances within a specific range, enter the largest invoice balance to report.  Or, leave blank to include all invoices.
  	To begin printing to the Windows® default printer, click Print, or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To print to the Print View window, click here.
  	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 .

   

• Report Sample(s), click More.

   

  To see an example of the report, click Customer Statistics Report Sample.