Complete Customer Report

To view Complete Customer Report, head to the Reports Page Head via links available on the Left Navigation Bar and click on the Complete Customer Report. This opens up the report in a new tab

Filters can be set to view filtered results, including a Customer Type filter to narrow results to Pay On Open or On Account customers (leave it cleared, or choose Show Both, to include both types). A Highlight empty fields checkbox allows viewing empty cells, highlighted in colors to identify their validation degree. Clicking on a customer row, opens up the customer in a new tab.

To download a certain set of data as offline report, click the green colored CSV download button at the top right corner of the page.

Credit columns

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Note: These columns — along with a handful of already-existing sensitive columns (Blacklisted, Terms, the fee/tax status columns, Credit Application, File Rental App, and Credit Card) — are only included for users granted the customer restricted-view permission. If you don't hold that permission, the columns are left out of the report entirely rather than shown blank.

Column	Description
Early Pay Discount %	The customer's early payment discount percentage.
Early Pay Window (Days)	The number of days after invoicing during which the early payment discount applies.
Credit Limit	The customer's configured credit limit. Shown as — when no limit is set.
Current Balance	The customer's outstanding balance.
Open Orders	Value of the customer's open orders.
Total Exposure	Current balance plus open orders — the same exposure figure used on the A/R Over Credit Limit report.

Customer Information Sheet on the Reports tab

The Customer Information Sheet — a one-page summary of a single customer — is also available as a report. Open a customer, go to its Reports tab, expand Customers, and click Customer Information Sheet to open that customer's sheet in a new tab, or use the row's download button to export it as a PDF. For what the sheet contains, see Information Sheet.

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Note: The Reports tab requires the general report-access permission, and the sheet is listed only for users granted the permissions for customer reports.