Customer Add/Del

The Customer Add/Delete report shows all added and removed customer records for a specific period. 

Report Parameters

  • Dealer ID - Which dealer, or dealers, to include.
  • Branch ID - Which branch, or branches, to include.
  • Date - Range of dates to look for the items.  

  • Include Details- Report results include the details of the accounts added or removed.
  • Current Customer Name - Includes the customer name in the report results.
  • Include - Which accounts to include in the results.
    • All - Includes both added and removed accounts in the report results.  
    • Adds - Includes only added accounts in the report results.
    • Deletes - Includes only deleted accounts in the report results.
  • Summary - How the report results are grouped.
    • By Date - Each day in the report returns the results grouped by day.
    • By Dealer - Report results group by Dealer.
    • By Branch - Report results group by Branch.