Customer List (report)

The Customer List report shows basic information for customers. For example, it shows the customer posting group, discount group, finance charge and payment information, and so on. Use this report, for example, to maintain information about a customer.

Use cases

Sales representatives use the report to:

• Identify prospects by reviewing the list of existing customers and analyzing their characteristics, such as their customer posting group or discount group.
• Review customer payment and finance charge information to determine whether customers are experiencing financial difficulties and need support.
• Get data to prepare customer account summaries or sales reports for internal or external stakeholders.

Sales managers use the report to:

• Analyze customer data to identify trends and patterns in buying behavior and preferences, such as preferred payment methods or order frequency.
• Monitor customer satisfaction and find areas to improve in the sales process.
• Get data to prepare sales forecasts or customer segmentation reports.

Customer service representatives use the report to:

• Access customer information, such as contact details or payment information, to provide efficient and effective customer support.
• Identify customers with overdue payments or finance charges and follow up with them to ensure that their accounts are up to date.
• Get data to prepare customer account summaries or sales reports for internal or external stakeholders.

Try the report

Try the report here: Customer List

See also

Sales reports
Accounts receivable report overview
Ad hoc analysis on finance data
Financial analytics overview

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