Enhanced interface

Customer List report—Accounts Receivable

The Customer List report shows you details about your customers, such as location and contact information, pricing details, and payment methods. Current customer balances are also included. Use this report to verify that your customer information is up to date.

If you have not delivered an invoice to a customer in more than a year, you might want to make that customer inactive.

Who typically needs this report?

Sales representatives to keep track of which customers are on hold, which have exceeded their credit limit, which have been inactive for a while, and so on.

For information on terms that may differ in your location, see Terminology across locales.

Subscription	Order Entry
User type	Business, Employee, CRM
Permissions	Customer list: Run

Generate a report

Go to Accounts Receivable > All > Reports > Customer list.

View a monthly report

Generate the report.
On the report settings page, select View.

A report showing results for the default reporting period appears in your browser.
Optionally, to refine the report, select Customize.

Customize and run

Before running the report, you can select the types of items to include as well as specify how you want the report to appear.

If you want to see every result for a particular category, do not make selections from any of the data entry boxes. You can run this report without entering any search information. If you do that, however, the report may take a long time to run and may return too many results to be useful.

To customize and run a report:

Set the filters to get the specific data you want.

Filters enable you to include or exclude specific types of data in the report, such as customer, item, UPC, value, or account. As a general rule, to get fewer and more precise results in your report, set more filters.
Format the report.

Format options vary from report to report. Generally you can set the layout of the report and arrange how to group and display the data contained in the report.
Enter a title, subtitle, and footer for your report.
To view, process, memorize, export, or customize the report or add it to the dashboard, select one of the following options:
- View: View the report now, in your browser.
- Print: Display the report now, in printable PDF format.
- Process & store: Generate the report and store it for later access. Reports can be either stored in the My Stored Reports list or delivered to a cloud storage location, such as Dropbox. Learn more about processing and storing reports.
- Add to dashboard: Add the report to your dashboard.
- Memorize: Memorize (that is, save) the report so that later you can refer back to it or modify and re-run it.
  
  You can schedule memorized reports to run on a recurring basis. Intacct can automatically email the reports or deliver them to a cloud storage location.
- Export: Export the report to a separate file that you can then distribute or save to your local drive. File formats to which you can export the report data vary among reports.
- Customize: After you run the report, return to the main report page and refine the report further.
- Email: After you run the report, email to others.
Some options are only available if you access the report from the Reports center.

You can use trial-and-error to get the precise results you want. Just fill in the desired fields, and select View to see the report. If the results aren't what you want, select Customize to return to the report setup page and refine the report further. Repeat this process until you're satisfied.

For complex financial reports that will be run regularly, save the report after you're done setting it up. The next time you're ready to run the report, you only have to change the As of date before running the report.

Report filters

Use the filters to select what type of information to include in your report. In effect, filters enable you to isolate and assemble just the data you want. You can set any combination of filters.

To set filters to refine your report results

To set the report to show results for a specific customer type, select the Customer type dropdown, and then select the customer type you want the report to cover.
- Partners and direct are two examples of customer types.
To set the report to show results for a specific customer or range of customers, use the From customer and To customer dropdown.
How to use the From and To fields
All From and To field pairs work the same way. Use them to get search results in as broad or as fine a range as you need, from everything in the system down to a single specific object.

To run this report for a single object:
1. From the From dropdown list, select the object you want.
2. From the To dropdown list, select the same object.
To run this report for a specific range of objects:
1. From the From dropdown list, select the object that you want at the beginning of the range.
2. From the To dropdown list, select the object that you want at the end of the range.
To run this report for all objects:

Leave both fields blank.

If you have a large number of objects or the report takes too long to process, use the From and To fields to run a series of smaller reports. For example, you can run five reports, one each for objects whose names begin with A-E, then F-J, K-O, P-T, and U-Z.

An object is a catch-all term that refers to any specific data item in the system. Customers, vendors, items, and accounts are all examples of objects.
In a multi-entity environment, you can filter by location, department, or both.
To set location and department options:
1. To filter the report by geographic location, either enter the name of the region, country, state or territory, or city in the Location dropdown list. Or, select the location from the list.
  
  Enter or select a location if you want to run this report at the top level. The system uses the location that you specify to determine the appropriate currency.
2. To filter the report by department within the company, enter the name of the department in the Department dropdown list. Or, select the department from the list.
3. If you want the report to cover certain locations regardless of what's selected in the Location dropdown list, use the Show for dropdown list to select the locations for the report:
  - All locations: To include data for all locations regardless of the entity that you're currently using.
  - This location: To include data only for the entity that you're currently using.
  - Child locations: To include data only for the locations that are child locations of your current entity. For example, if your current entity is California, and you have child locations for San Francisco and Los Angeles, use this option to have the report include data only for Los Angeles and California.
Select Show only customers exceeding credit limit if you want the report to display only those customers who have exceeded their credit limit.
Select Show only customers on hold if you want the report to display only those customers whose accounts are on hold.
Select Include one-time customers if you want the report to display only those customers who've completed a single transaction. Also useful for occasional customers.

Limitation: By default, the From customer and To customer dropdown lists only display up to 1,000 customers. If you have more than 1,000 customers, selecting the dropdown arrow displays the Select customer window instead. You can then use the Select customer window to select the customers to include in the report. You can increase the number of customers who appear on the dropdown lists to 5000 by changing their default setting. To change their default, the Preferences page displays. Scroll down to the Page design section until you see the Show picker for rows above option; select its dropdown arrow and select 5000. Increasing the default enables you to continue using the dropdown option. If you already have more than 5000 customer records, consider making some of the older or unused records inactive to keep your customer list under the 5000 limit.

The following table describes each item in the Filters section of this report settings page:

Field	Description
Customer type	Enables you to get data only for the type of customer you specify here. By default this box is blank, which means the report will get results for all customer types.
From customer, To customer	Enables you to get data only for that specific customer or range of customers. By default these boxes are blank, which means the report will get results for all customers.
Show only customers exceeding credit limit	Enables you to get data only for customers who have exceeded their credit limits. This is especially useful if, for example, your organization recently implemented a credit limit feature and you want to see if any of your customers are exceeding the new limits. Another example: To obtain a list of customers to who should receive an "over-the-limit" warning notice. By default this checkbox is clear, which means the report will NOT include these customers.
Show only customers on hold	Enables you to get data only for those customers whose accounts have been placed on hold. By default this checkbox is clear, which means the report will NOT include these customers.
Include one-time customers	Enables you to get data only for one-time or very occasional customers. By default this checkbox is clear, which means the report will NOT include these customers.

Formatting

Use the checkboxes in this section to order the report results and to select the report layout.

To format a report:

For each category of data you want the report to display, select its checkbox.
- The report fetches this information from the information you provided in the Customer information page of Accounts Receivable.
- Select as many checkboxes as you want.
- If you leave all checkboxes blank, the report will display only the Customer ID, Customer name, Term name, and tax ID.
Sort the data in the report by category. To do this, select the Sort by dropdown, and then select the sort order you want.
- The abbreviation "desc" after an option means "Descending order", reverse alphabetical or reverse numerical order.
Set the report to display the filtered information in a single line format or a multi-line format. The default format is multi-line.
- The single line format displays all of your filtered information on a single line. This produces a much wider report that can extend past a single page, even in landscape mode.
- The multi-line format displays each category of your filtered information on its own line. This can result in a much longer report, but when you print the report it will fit within the width of a page.

The following table describes each item in the Format section of this report settings page:

Field	Description
Balance	This is the running total of the unpaid invoices that have been entered for this customer.
Credit limit	The credit limit is the amount of credit you have extended to the customer.
Customer type	The customer type is the category to which you have assigned the customer in the Additional information tab of the Customer Information page.
Address
Primary contact
Bill-to contact
Ship-to contact
Inactive customers	If a customer is set to an inactive status in the Customer Information page, the information for that customer will not appear on any lists. To view inactive customers in this report, select this checkbox.
On hold	To display an optional column showing whether the customer has been placed on credit hold, select this checkbox.
Last invoice date	The date of the last invoice that was printed via the print function or delivered online. If no invoice has ever been printed, this field displays "None". If an invoice has been printed or delivered, the date of the invoice displays, not the date of the printing or delivery. This date may not be the date of the most recently-created invoice unless the most recently-created invoice was coincidentally the last invoice that was printed .
Last statement date
Customer representative
Territory
Ship method
Resale number
Delivery options
Sort by	Customer ID is the default sort order.
Line format	Single line is the default format.

Titles and footer

Titles, subtitles, and footers apply only to the PDF version of this report.

Generate a PDF version

Open the report and select Graph.
From the graph page, select Print.