Customer Reports

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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