The Customer Activity report provides account history for customer records.
Report Parameters
- Customer ID - Which customer, or customers, to include in the report. Please note, that the report server searches the database numerically if you are searching for a range.
- Customer Name - Which Customer Name, or Names, to locate. This is rarely used alone and will load with the customer name values after selecting the Customer ID.
- Dealer ID - Which dealer, or dealers, to include.
- Branch ID - Which branch, or branches, to include.
- Group Code - Which Group code, or codes, applied to accounts, to include.
- Class Code - Which Class code, or codes, applied to the accounts, to include.
- Zip Code - the Zip/Postal Code, or range, of the account(s) for the report.
- User ID - filters the report results based on the user ID(s) selected.
- User No/Card No - filters the report results based on the User number or Card number.
- Area - filters the data based on the specific selected Areas.
- Date - Range of dates to look for the items.
- Exclude Signals that arrived On Test - filters out any events that tripped while the account was placed On Test.
- Activity Type
- All Activity - includes all activity entries based on the filters selected.
- Exception Activity - includes only activity that is flagged in the event code as an exception event.
- Open/Close Activity - includes only activity flagged with an Open or Close parameter applied to the event.
- Check-in/Check-out Activity - filters the activity based on the Check-in or Check-out activity flag on events.
- Dispatched
- All - Default - Returns all events dispatched and not dispatched.
- Dispatched - Returns only events dispatched.
- Not Dispatched - Returns only non-dispatched events.
Options
The Options for the Customer Activity report allows additional filtering for Event Codes, Event Categories, Resolution Codes, Customer Type, Log Record Type, and Monitoring Status.
- Mail Format - returns the report output prepared for mailing envelopes.
- Suppress Operator Inits - excludes the operator initials/name from the results.
- Page Breaks - inserts page breaks between customer records.
- Include customer comments not associated with an event - when unchecked only includes comments related to alarm events.
- Output Format
- Normal - Default - returns the activity history in a condensed and easy-to-digest format from the end user.
- Long - returns the report details and expands the details of the history including the event codes.
- Detail - returns the report details with all the history details.
- Custom - returns specific history details.
- Order By
- Customer ID - returns the report in alpha-numeric order by Customer ID.
- Customer Name - returns the report in alphabetical order by name.
- Include Customers with No Activity - Allows the report to include accounts with no historical activity.
- Print GPS address data only - filters the address data with GPS data, instead of coordinates.
- Separate Customers by Area - returns the report details grouped by the areas.
- Report all Event Codes and Categories - returns the report details by Event Codes and Categories.
Advanced
The advanced selection allows the filtering by address or Company User Defined fields.
