Printing the Customer Master Listing Report (Standard)

From the (NR) Customer Reports screen, select the [R] Report type code.
The cursor moves to the columns selection fields. You can use these fields to print up to five columns of additional information to the right of the standard information included on the report. The additional information you specify prints for each item included on the report.
To include no additional information on the report, press Enter and go to Step 3.
Type 2 to print the customer's billing address. The billing address is set in the Master tab in the Customer window.
To print the customer's shipping address, type 3. This address is set in the Shipto/Attention tab in the Customer window.
To print the customer's remarks, type 4. These remarks are set in the Remarks box in the Customer window.
To print the customer's auto-billing information, type 5. This information is set in the Monthly Auto Billing dialog box. To access it, click View and Auto Bill in the Customer window.
To print the customer's sales history, type 6. The customer's sales history includes the following:
- Date of customer's first order
- Date of customer's last order
- Number of invoices the customer has for the month
- Average time of payment (days)
- Check number of last payment
- Amount of last payment
- Date of last payment
- Sales totals for the month-to-date and three previous months
- Year-to-date sales and finance charge totals
- Last year's sales and finance charge totals.

To print the customer's credit card information on the report, type 7. This field is password protected. The password is set in the Credit Card field in the (LA) Customer and A/R Parameters screen.

The cursor moves to the Sort 1 field. To accept the default sort (sorting by customer name), press Enter while the cursor is in the Sort 1 field. Go to Step 5. You can specify up to three sorts for your report. To do this, enter the appropriate sort codes in the Sort 1, 2, and 3 fields, respectively. For example, to specify salesperson as the first sort, enter P in the Sort 1 field. For a full explanation of sort order, see ASCII Sort Order Chart.
For each sort you specify, the cursor moves to the Break Page field. These fields can be used to define how the respective sort prints. You can use these fields to break page, print subtotals, and print a blank line for the sorts you specify. Suppose you specified state (S) as the first sort on your report. To print each state on a new page, specify Y in the Break Page 1 field. To break page on the sort, type Y. To not break page on the sort, type N. To print a subtotal at the end of each specified sort group, type S. To place a blank line after printing information for each record of the sort group, type D. (You can only place a blank line after the sort specified in the Sort 1 field.)
After specifying sorts or pressing Enter to move past the Sort fields, the cursor moves to the Name field. You can use the limit fields to specify which customer records to include on the report. To not set limits, press Enter. Go to Step 6.

If you do not specify a range, the report includes information for all your customers. To specify a range, enter the beginning of the range to include on the report in the From field. If you do not fill the field with characters, press Tab. In the To field, enter the end of the range to include on the report. Tab to the appropriate fields for each limit that you want to set. All of the limit fields can be used for this report.
After setting limits or pressing Enter to move past the limit fields, the Do You Want Departments prompt appears. Type N to include only information on the master accounts. To include all department information as well, type Y. The department information prints individually. This can make the report lengthy.
The cursor moves to the Printer field. Press Tab to accept the default printer, P1, or enter the logical name for another printer.

In the Copies field, press Tab to print one copy of the report, or enter the number of copies to print.

In the Records to Print field, press Tab to include every record that meets the limits you set, or specify the number of records to print. For example, if you enter 50, information for the first 50 customers print. The sorts and limits you set determine which 50 records print.

Using the Totals Only field, you can omit detail from the report and print only the following totals:
Current month-to-date sales
Month-to-date sales for last month
Month-to-date sales for the month before last
Total year-to-date sales
Gross profit margin for the year-to-date
Last year's total sales
Gross profit margin for last year.