Customer History Report Instructions

Use the Customer History Report to view customer history transaction details.  You can specify the information you want to see on the report including the services, the companies, service dates, the finance periods.  You can specify whether to report for a group of customers or an individual customer.

Tips:

Directions:

To open:

1.  Click Reports from the Menu.

2.  Click Miscellaneous.

3.  Click History Report.

Or, use the keyboard shortcut:  [ALT] [e] [m] [m] [h].

 

Customer History Report Window Example:

 

 

Customer History Report Prompt Options

 

Service Code

To specify the Service to include, click a choice in the drop-down list. (predefined)

Company Number

To specify the Company Number to include, enter a valid Company Number. (2.0 numeric)

Tip:  To include all Companies, leave blank.

Date Range

From

To limit the report to a range of dates, enter a beginning Transaction Date to report. (mm/dd/ccyy)

Tip:  To include all dates on this report, leave blank.

To

To limit the report to a range of dates, enter an ending Transaction Date to report. (mm/dd/ccyy)

Tip:  To include all dates, leave blank.

Account

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

Entry Options:

  • To print an individual account or all accounts, click Account/ALL.
    See the Account/All Step below.

  • To print a range of customers, click Range.
    See the Account Range Step.

  • To build a list of customers to print, click List.
    See the Account List Step.
Account/All Step

Account

To specify an individual account to print, enter a valid Customer ID. (up to 12 characters)

Tips:  

  • To include all Accounts, leave blank.

  • To search for an Account, click Search .
Account Range Step

From

To limit the report to a range of accounts, enter the beginning Customer ID to report. (up to 12 characters)

Tips:  

  • To include all customers, leave blank.

  • To search for a customer, click Search .

To

To limit the report to a range of accounts, enter the ending Customer ID to report. (up to 12 characters)

Tip:  To include all customers, leave blank.
Account List Step

Window Example:

Account

To build a list of customers to report, enter a Customer ID to include on the list. (up to 12 characters)

Note:  To search for a Customer ID, click Search .

To add the Customer ID to the list, click Add.

Keyboard shortcut:  [ALT + a]

Tip:  The added Customer ID displays in the List Window.

To remove a highlighted Customer ID from the list, click Delete.

Keyboard shortcut:  [ALT + d]

Note:  You must first click to highlight the desired Customer ID to remove it from the list.

Finance Period

To specify a Finance Period to report, enter the Finance Period ID. (4.0 numeric)

Tip:  To report all Finance Periods, leave blank.

Page on Account

To print each customer on a separate page, select this box.  Or, to print customers continuously without a page break between customers, de-select  this box.

Note:  This field is only available when All Accounts is selected at the Account/All prompt.

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 .

 

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