Report: Customer Product

What This Report Does:
Generates a list of customers based on their purchased items with assigned product families

Upon opening this report, you’ll have the following options for filtering your search:

• Account # – Filter your search results by the customer’s account number
• Name – Filter your results by your customer’s name
• Model Number – Filter your results by an item’s assigned model number
• Serial Number – Filter your results by an item’s assigned serial number
• Brand – Filter your results by the assigned brand of an item
• Product Family – Filter your results by an items assigned product family
• Product Detail – Filter your results by an item’s product detail
• Show Sub-Customer Product – Use this toggle to show or hide any sub-customer purchases

Once finished with your selections, click Run Report to continue

Once generated, you will be able to view the following information within the report:

• Customer Name – Displays the name of the customer 
• Account# – Displays the customer’s account number
• Primary Phone – Displays the customer’s phone number
• Customer Address – Displays the customer’s service address
• Billing Address – Displays the customer’s billing address
• Brand – Displays the item’s assigned brand 
• Product – Displays the product family and product detail of the item
• Serial – Displays the item’s assigned serial number 
• Model – Displays the item’s assigned model number 
• Identification # – Displays the item’s identification number (if applicable)
• Purchase Location – Displays the location where the item was purchased (if applicable)
• Expiration Date – Displays the item’s warranty expiration date (if applicable)

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