Customer Account Listing

The Customer Account Listing shows the account balance for each customer account. What does the report show?

• Contract number
• Major account number
• Major account name
• Last transaction date
• Whether the charges are rent exempt or tax exempt
• Whether the account is active or not

1. From the main page, select Reporting Customer Account Listing.
2. Select the sort order for the report. What are my sorting options?

3. Select the status of accounts that you want to view. What are my status options?

• All
• Active
• Inactive

4. Select the customer numbers that you want included on the report.

5. Click Display Report. View field definitions

6. To print the report, select the Acrobat (PDF) file format. Tell me how...

   1. Create the report.

   2. With the report displayed, select the Acrobat (PDF) file format from the drop-down list.

   3. Click the Export link.
   4. Click Open.
   5. Click File Print.
   6. Click OK.
   7. Close the open window.

7. To export the report, select the export format and click Export. Tell me how...

1. Create the report.
2. With the report displayed, select the format from the drop-down list.
3. Click the Export link.
4. Click Open.

The file is opened in the window of the format you selected.

-or-

To save the file in the different format, click Save.

5. Close the open window.