Customer Information List Report

To access this report, go to Reports > Accounts Receivable > Customer Information List

Use this report to print a list of customers that were set up using the Maintenance>Accounts Receivable>Customers form. This report is comprised of the Customer, Billing, and Contact Information. It also includes the Default Revenue Account, Distribution Code, and selections for printed and/or emailed invoices and customer statements.

Tip: If you're not familiar with the MIP Cloud Report Builder, see Report Builder for an introduction.

You can choose to use the report as-is by selecting Export or View, or make edits to the report by selecting Edit.

If you choose to make edits to the report, the Report Builder page will display. From this page, use the Setup tab to choose the columns you'd like to appear on the report. You can rename the columns under the Column Heading.

The following columns are available to include in the report:

Column	Description
Class	This item is used to limit or sort a range of customer IDs. Assign it to different IDs so that they can be grouped together. The report shows the class-Financial Counseling or Budget Counseling, for example.
Type	This is used as a second-level sort for Class. Use it to limit or sort a range of customer IDs. For example, within the Class Financial Counseling, you might assign Types Bankruptcy, Debt Consolidation, or Refinancing. The report would show these types.
Customer ID	The ID assigned to the customer. The report shows the Customer ID-Smith, Jones, or Adams, for example.
Customer Name	The customer's name. The report shows Ann Smith, Brian Jones, Steven Adams, for example.
Status	The status of the customer ID-Active, Inactive, or Discontinued.
Cash Only	A status of Yes or No, indicating whether the Cash Only box is checked for this customer.
Billing Group ID	The customer's billing group ID.
Website	The customer's URL for this webpage.
Resale Tax ID	The customer's resale tax ID.
Billing Address	The street or post office address where the customer is billed.
Billing City	The city where the customer is billed.
Billing State/Province	The state or province where the customer is billed.
Billing Postal Code	The postal code for the designated billing city/state.
Billing Country	The country where the customer is billed.
Printed Billing Address	The billing address that overrides the printed format of the main address.
Billing Contact Title	The title for the billing contact person, such as Ms. or Mr.
Billing Contact Name	The name of the billing contact for this customer.
Billing Contact Position	The billing contact's position, such as Sales Rep or Owner.
Billing Contact Email	The email address for the billing contact.
Billing Voice Number	The billing contact's voice telephone number.
Billing Fax Number	The billing contact's fax number.
Service Address	The street or post office address to which the customer has items shipped or where services are rendered.
Service City	The city to which the customer has items shipped or where services are rendered.
Service State/Province	The state or province to which the customer has items shipped or where services are rendered.
Service Postal Code	The postal code for the designated service city/state.
Service Country	The country associated with the service address.
Printed Service Address	The service address that overrides the printed format of the main address.
Service Contact Title	The title for the service contact, such as Ms. or Mr.
Service Contact Name	The name of the service contact for this customer.
Service Contact Position	The service contact's position with the customer, such as Sales Rep or Owner.
Service Contact Email	The email address for the service contact.
Service Voice Number	The service contact's voice telephone number.
Service Fax Number	The service contact's fax number.
Shipping Address	The customer shipping address entered on the Maintain>Accounts Receivable>Customers>Addresses>Customer Shipping Address form.
Shipping City	The customer shipping address city.
Shipping State/Province	The customer shipping address state or province.
Shipping Postal Code	The customer shipping address postal code.
Shipping Country	The customer shipping address country.
Printed Shipping Address	The shipping address that overrides the printed format of the main address.
Shipping Contact Title	The customer shipping address contact title, such as Mr. or Ms.
Shipping Contact Name	This is the customer shipping address contact name.
Shipping Contact Position	The customer shipping address position, such as Sales Rep or Owner.
Shipping Contact Email	The email address of the customer shipping contact.
Shipping Voice Number	The telephone number of the customer shipping contact.
Shipping Fax Number	The fax number of the customer shipping contact.
Shipping Sales Tax Code	The Sales Tax Code associated with this shipping address.
Credit Hold	A status of Yes or No, indicating whether the Credit Hold box is checked for this customer.
Apply Finance Charge	A designation of Yes or No, indicating whether a finance charge has been applied to this customer.
Taxable	A designation of Yes or No, indicating whether the customer is taxable.
Default Shipping Address Code	The default used for the shipping address code.
Billing Comment	The billing comment for the customer.
First Discount %	The customer's discount percentage.
Second Discount %	The customer's second discount percentage.
First Discount Days Available	The number of days the discount is available.
Second Discount Days Available	The number of days the second discount is available.
Days Until Net Amount Due	The number of days from the Invoice Date until this customer's net amount for the invoice is due.
Default Revenue Account	The Revenue Account to which invoices to this customer are usually credited-40001 or 40101, for example.
Default Prepayment Account	The default Prepayment G/L code for this account.
Default Distribution Code	The default Distribution Code for this account-PROF for example.
Default Discount GL Account	The default general ledger account set up using Maintain>Accounts Receivable>Customers>Default Coding tab.
Print Paper Invoice	A status of Yes or No, indicating whether the Print Paper Invoice box is checked for this customer.
Email Invoice	A status of Yes or No, indicating whether the Email Invoice box is checked for this customer.
Invoice Email Addresses	The email addresses used to send invoices to the billing contacts.
Invoice Email Process Template	The email process template used to send invoices to the billing contact.
Print Paper Statement	A status of Yes or No, indicating whether the Print Paper Statement box is checked for this customer.
Email Statement	A status of Yes or No, indicating whether the Email Statement box is checked for this customer.
Statement Email Addresses	The email addresses used to send statements to the billing contacts.
Statement Email Process Template	The email process template used to send statements to the billing contact.
Notes	Any notes entered on the Maintenance>Accounts Receivable>Customer Information>Notes tab.
Original Customer ID	The Customer ID used before it was renamed or merged into the new Customer ID (using the Merge/Rename Customer ID form).
Merged/Renamed Date	The date the Customer ID was merged or renamed into the new Customer ID.
Merged/Renamed Type	Whether the ID was merged or renamed-M (Merge) or R (Rename).
Merged/Renamed By	The user who merged or renamed the ID.
Merged/Renamed Comment	Any comments entered about the merged or renamed customer.
{User Defined Field} - Customers	A customer type user defined field and its data. There will be a separate column for each field.

Use the Filter tab to narrow down and define the data using the available filters.

Use the Options tab to Summarize Amounts on the report, implement security features, and more.

Select "Summarize Amounts" to add amounts together and display one line item with the total amount. All document information must be identical for the system to add items together.

Select "Do Not Allow Changes to this Report" to secure the report so that other users cannot save their changes to it. This option can only be undone by the user that locked the report.
Select "Year End Adjustments" to include year end adjustments on the report. This entry type was designated during transaction entry.
Select "Open Entries in Detail" to include opening balances (system or user opening entries) in detail.
Select "Replace total debits and credits with Balance" to show the net amount for each segment where totals have been requested. Otherwise, the report displays the total debits and total credits for each segment.
Select "Suppress Lines with All Zeros" so that documents with zero amounts do not print. This eliminates records having zero in all amount columns. If it is not selected, every line prints, even if it has a zero value.

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