Customer Utilization Report
Reports Menu -> Utilization
-> Customer Utilization Report
This report shows trends in total monthly purchases by your
customers over the past 12 months for Rentals, Sales, and
Services.
It prints monthly totals and total purchases for each customer,
per month, to help identify if a customer is purchasing more or
less of your products and services.
The spreadsheet also includes the customer's phone number and
Credit Rating.
This report uses the Detailed Revenue History (INSH) for
the product details, which can also be printed from Customer Revenue Report, and it uses the
Customer Purchases Totals (ARMS) for the services
information.
Note: This report will only report on a month if it has been
fully acquired for the entire month. Partial months are
ignored.
This is because the source of the rental values on the report is
the monthly history file (RSMH) which calculates on a monthly
basis.
The prompts are:
-
- DIVISION, "ALL", OR "SEL"
-
- Type ALL to accept all divisions in the one report.
- To print the report for a single division, enter space for the
Head Office Division, or enter a specific division code, or select
one from the drop-down list.
- Type SEL to select a range of divisions or to select divisions
by accounting region as outlined in Division
Select By Region.
SALESMAN, "ALL", OR "SEL"
-
- Type ALL to include all salesman codes in the report.
- To generate the report for a single salesman, enter the
salesman code, or select one from the drop-down list as setup in
Salesman Codes.
- Type SEL to select several salesman codes for the report as
outlined in Select Salesman Codes.
ENDING DATE (MM/YYYY)
- Accept the current month, or enter the desired month end for
the report as the 2 digit numeric, slash, and the year as 4 digit
numeric.
e.g. 07/20XX
PRINT BY SALESMAN
- Check this box to separate the customers by salesman.
Uncheck this box if customers do not need to be sorted according to
the salesman.
SORT BY
- Select one of the following sorting options:
- Select Customer# to print in customer number order.
- Select Customer Name to print alphabetically in customer
name order.
- FROM CUSTOMER #
- The "Customer From/To" prompts are enabled if the Sort
By selection is by Customer#.
Leave this field blank to include all customers, or enter the
starting Customer number, or select one from the Accounting Customer Search window.
- TO CUSTOMER #
- Leave this field blank to include all customers, or enter the
ending Customer number, or select one from the window.
FROM ALPHA CODE
- The "Alpha Code From/To" prompts are enabled if the Sort
By selection is by Customer Name.
Leave this field blank to include all customers, or enter the
starting customer alpha code, or select the customer from the
Customer Search window.
- TO ALPHA CODE
- Leave this field blank to include all customers, or enter the
ending customer alpha code, or select a customer from the
window.
FROM POSTAL / ZIP
- To further narrow the customer range, enter an optional
starting postal or zip code.
- TO POSTAL / ZIP
- Enter the ending postal or zip code for the customer
range.
REVENUE TO INCLUDE
- Select one of the following revenue options for the report:
- Select Rentals for rental revenue only.
- Select Sales for sales revenue only.
- Select Services for services revenue only.
- Select All to include sales, rental and services
revenue.
PRINT UTILIZATION
- Select one of the following data filters:
- Select Zero to only list customers with no activity in
the range.
- Select Non-zero to include only customers with revenue
as requested in the Revenue to Include field.
- Select Both to include all customers in the range, with
or without activity.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Finished?
- Click ACCEPT to proceed with the report, or CANCEL to
abort.
Topic Keyword: ARCF49