Customer Status | Manitou Knowledge Base

The Customer Status report returns the details related to the account and status for accounts listed in Manitou.

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.

Time Zone - Determines which time zone to search for the accounts.
Include on test - Default enabled - Includes any accounts that are currently On Test in Manitou.
Include area status - Default enabled - Includes the Open, Closed, or Unknown status of the areas in the account.
Include Monitoring Status - Default enabled - Included the current Monitoring status of the account at the time the report runs.
Include dealer ID - When selected, includes the account's dealer listed, if any.
Include Monitoring Group - Only relevant when the company is utilizing more than one Monitoring group. This, when selected, includes the Monitoring group where the account resides.

Area Status - Allows the inclusion or exclusion of data based on the open, closed, or unknown status of the account's area(s).
Monitoring Status - Allows the inclusion, or exclusion, of data based on the account's current Monitoring status.
UL Grade - Allows the inclusion, or exclusion, of data based on the UL grade assigned to the record.

The report options allow for grouping and ordering of the report data.

The advanced selection allows the filtering by address or User Defined fields.