Customer Summary Report Instructions

Use the Customer Summary Report to list customer accounts and their mailing address as well as their location, book number and service information.  You can use the Customer Summary Report to generate a customer master list.

Tips:  

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

• At the Report Writer window, you can change the selection and sort options for the report.  For more information, refer to the Report Writer Overview.

Directions:

To see directions for...

• Opening the Customer Summary Report, click More.

   

  • Click the following sequence:
    Reports from the Menu Bar; Customer and Customer Summary Report.

  • Or, use the keyboard shortcut:  [ALT] [e] [s] [s].

  Customer Summary Report Writer Window Example:

  

   

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

   

  Customer Summary Report Writer Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Report Writer Prompts	Review the Report Writer options and make changes, if applicable. Notes:   To send the report to the Print View window, click View Report or to print a hard-copy, click Print Report . For more information, refer to the Report Writer Overview.
  	To begin printing to the Windows® default printer, click Print, or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To run the routine and print to the Print View window, click here.
  	To escape from the print routine, click Close. Keyboard shortcut:  [ALT + c]

   

• Report Sample(s), click More.

   

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