ServeSuite

Active Customers - REP

Modified: 2010/01/05 10:14 by Daisy Gallardo - Categorized as: Reports
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Purpose

To generate a report of currently active customers.

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Locations Used

Reports, Customer Maintenance

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Overview

The database can be used to store information on both active and inactive customers. Active customers are those that you are currently doing business with. Inactive customers are those that you no longer do business with. You can keep the data for these customers in your database for archival or informational purposes.

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View Active Customers

To view a list of your active customers, in other words customers that are currently doing business with you, make the menu selection Reports⇒Active Customers from the navigation bar.

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Active Customers Report


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Generate Report

Click on the EXPORT button to export the report onto a Windows Excel spreadsheet.

Click on the PRINT button to print the Active Customers Report. The Preview window will appear with controls similar to Adobe Reader that allow you to view, print, save, and scroll through the document.

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Active Customers Report


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