Customer Reports

Customer Reports

Previous Topic: Report Types

ServiceCEO's Customer reports display information about your customers. These reports include:

Name	Description	Report Type
Alert Activity	Displays all alerts for a given date range by customer and alert type.	Crystal Report
Birthday and Anniversary	Generates a list of all customers with a birthday or service anniversary (based on the Entered Date) within your defined date range.	Crystal Report
Credit Card Expiration	Generates a listing of all customers whose credit card expires within your defined date range.	Crystal Report
Customer Listing	Generates a list of all customers and their essential contact information (name, organization and phone numbers). You can generate a listing of all corporate customers and/or individual customers.	Active Report
Location Access Details	Generates a listing of customers with their essential data and the values in their Alarm Code and Access fields as defined in the Address Information dialog box.	Active Report
Marketing Module	Generates printed mailing labels, conducts mail merges, and exports contacts to Microsoft^® Excel^®. See the Demographic Filters section for an explanation of the filters in this report.	Active Report
Notes	Generates a list of all customer notes in your date range. You can also include system notes - notes generated by ServiceCEO.	Crystal Report
On-Site Equipment Warranty Expiration	Generates a list of all equipment warranties expiring within your defined date range.	Crystal Report
Service Contract Expiration	Generates a list of all service contracts expiring within your defined date range.	Crystal Report

To learn how to print and/or preview these reports, see the Printing/Previewing Reports section.

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