8.7.8. Customers

Customer Reports section.

To view Customers by Customer Type, select the "Customers by Customer Type" option from the "Displays" menu. The following screen will appear:

Customers by Customer Type

When displaying Customers by Customer Type, you are presented with the following options:

All Customer Types: Select to display Customers for all Customer Types.
Selected: Specify Customer Type whose Customers you want to display.
Pattern: Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions, as described in Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.
Show Inactive Customers: Select to show inactive Customers in the display.
Customers: Display lists Customers for specified Customer Type(s).

To the far right of the screen, the following buttons are available:

Right-clicking on a Customer in the Customer list enables you to select from the following menu options:

Edit: Select to edit the specified item.
View: Select to view the specified item.
Reassign Customer Type: Select to reassign the specified Customer to a different Customer Type.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

To view Customers by Characteristic, select the "Customers by Characteristic" option from the "Displays" menu. The following screen will appear:

Customers by Characteristic

When displaying Customers by Characteristic, you are presented with the following options:

Characteristic: Select a Characteristic from the list of Characteristics designated as being available for use as Customer Characteristics. If you query with only this field set, you will see a list of all Customers who are either using or are eligible to use this Characteristic (i.e., because their Customer Type supports a Characteristic Profile).
Characteristic is set: Select to include only those Customers with a specific value assigned to the specified Characteristic. If selected, the report will include only those Customers who are using the Characteristic with a defined value.
Value: Enter a Characteristic value to view Customers who have been assigned the Characteristic and value combination.
Value is empty: Select this option to include Customers who are using the specified Characteristic, but with an empty value.
Show Inactive Customers: Select to include inactive Customers in the display.
Customers: Display lists Customers who have been assigned the Characteristic and value combination.

To the far right of the screen, the following buttons are available:

Right-clicking on a Customer in the Customer list enables you to select from the following menu options:

Edit: Select to edit the specified item.
View: Select to view the specified item.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.