AR: Customer Master Report

Overview

The Customer Master Report lists all information contained in the Customer Master File. You can use this report as a reference for all the customer numbers in your WinTeam system. You may include active or inactive customers, or both. You may sort by Customer Name or Customer Number.

You can choose from a Detail or a Summary report. The Detail Report lists all information contained in the Customer Master File. The Summary report contains one line of information for each Customer. Contacts and Custom Fields can also be added to the report. When exporting this report to Excel, each address field is considered a separate field for use with mail merging. This report has Mail Merge functionality in order to export specific fields for creating mailing labels.

The Customer Master file report options screen may be accessed from the Accounts Receivable Reports menu.

Key Functionality

Related Information

Accounts Receivable topics