Perform the following steps to generate a Customer with Transmitter Type Report:
- Navigate to the Reports menu, and select "System Reports".
Result: The "System Reports" Navigation Tree displays as shown in the following screenshot:
- Click the "Maintenance" Navigation Tree Node.
Result: The Maintenance section of the Navigation Tree expands as displayed in the following screenshot:
- Double-click "Customers with Transmitter Type".
Result: The "Customers with Tx Type" form displays as shown in the following screenshot:
- If you want, apply any of the following parameters to your Customers with Transmitter Type Report:
- Transmitter Type
- Customer ID
- Customer Name
- Dealer ID
- Branch ID
- Group
- Class
- To run a Customers with Transmitter Type Report, enter a beginning value in the "From:" field and an ending value in the "To:" field. The system will report on all items in the selected category that fit between the beginning and ending values.
- All the items in the "Rec Line Prefix" and "Monitoring status" areas of the window display as preselected. If you want to limit which of these items to include in your Report, deselect the items you want to exclude.
- Click "Options".
Result: The "Customers With Tx Type Options" window displays as shown in the following screenshot:
- If you want to group items in your Report by "Dealer" or "Branch", select that item from the "Group by" area of the window.
- The "Customer ID" option displays as preselected in the "Order by" area of the window. If you want to order your Report by "Customer Name", select that option instead.
- Click "OK".
Result: The "Options" window closes and the system returns you to the "Customers with Tx Type" form.
- Once you have entered all the parameters for your Report, click "Next".
Result: The Distribution Tab displays as shown in the following screenshot:
- For instructions on distributing your Report, refer to the "System Reports" document.
The Advanced Button
Some Report forms include an Advanced Settings button. Clicking this button results in the display of an Advanced Settings window. Use the "Customer user-defined fields" form in the Tools menu, under Options, and Account Creation/Maintenance to customize Report fields on Advanced Settings windows.
For instructions on how to access and use the form, refer to the "System Reports" document.