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Customer type QuickReport

How do I create this report?

To do this task

  1. Go to the Lists menu, choose Customer & Vendor Profiles Lists, and then click Customer Type List.

  2. In the Customer Type list, select the customer type for which you want a report.

  3. Click Reports at the bottom of the list and click QuickReport.

What this report tells you

This report is a record of the business your company has done with the type of customer you selected. The report shows, in chronological order, all the transactions assigned to that customer type.

The report shows transactions for this fiscal year to date. To change the period covered, click the Dates drop-down list and choose a different date range.

To open any of the transactions listed, double-click the transaction's entry in the report.

See also

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