Perform the following steps to generate a Customer Status Change 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 "System File" Navigation Tree Node.
Result: The System File section of the Navigation Tree expands as displayed in the following screenshot:
- Double-click "Customer Status Change".
Result: The "Customer Status Change" form displays as shown in the following screenshot:
- If you want, apply any of the following parameters to your Customer Status Change Report:
- Dealer ID
- Branch ID
- Class
- To run a Customer Status Change Report, enter a beginning value in the "From:" field and an ending value in the "To:" field. The system will report on all items that fit between the beginning and ending values.
- If you want to run your Report by date, select the "Date" checkbox and enter a date and time range.
- Items in the "Operator" area of the form display as preselected. If you want, deselect the Operators you want to exclude from your Report.
- Items in the "Include:" area of the form display as preselected. If you want to limit the types of Customer accounts that display in your Report to "Activated", "Inactivated", or "Deactivated, select that option.
- The "Status" option in the "Group by:" area of the form displays as preselected. If you want to group your Report by "Dealer" or "Branch" select that item instead.
- 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.