The Customer Count report returns the counts of customers in Manitou.
Report Parameters
- Customer ID - Filters which customer, or range of customers to include in the report results. Please note, that the report server searches the database numerically if you are searching for a range.
- Customer Name - Filters the report results based on the name, or range of names of a customer. This is rarely used alone and will load with the customer name values after selecting the Customer ID.
- Dealer ID - Filters results based on which dealer, or range of dealers, to include.
- Branch ID - Filters results based on which branch, or range of branches, to include.
- Group Code - Filters the report results based on which Group code, or range of codes, applied to accounts, to include.
- Class Code - Filters the report results based on which Class code, or range of codes, applied to the accounts, to include.
- Use Wildcard - Allows a more generic search based on the criteria "like" the selected class.
- Start Date - When selected, filters the report results based the dates/times selected.
- Include Details - Default Selected - includes the customer ID and name in the report results.
- Group by - Determines how to return the results based on the group selected.
- Order by - Determines the sort order of the returned results.
- Monitoring Status - Filters the report results based on the account's monitoring status(s) of Pending, Active, Inactive, and/or Deactivated.
Advanced
The advanced selection allows the filtering by address or User Defined fields.