Customer List Reports

Customer List Reports

Customer list reports provide comprehensive information about all your customers in EquiBillBook. This guide will help you generate, customize, and use customer list reports to manage customer data, analyze customer base, and make informed business decisions.

What is a Customer List Report?

A customer list report displays:

• Complete list of all customers
• Customer contact information (name, email, phone, address)
• Customer categories and groups
• Customer status (Active/Inactive)
• Customer balances and outstanding amounts
• Customer transaction summary
• Customer creation and last activity dates

Accessing Customer List Reports

To generate a customer list report:

1. Navigate to Reports from the main menu
2. Click on Customer Reports or Receivables Reports
3. Select "Customer List Report" or "Customer Master Report"

Alternatively, access from:

• Customers → "Customer List" → "Export" or "Report"
• Dashboard → Customer summary widget

Report Configuration Options

Customize your customer list report:

1. Customer Selection

• All Customers: Include all customers in the report
• Active Only: Show only active customers
• Inactive Only: Show only inactive customers
• By Category: Filter by customer category
• By Location: Filter by branch or location
• By Group: Filter by customer group
• Custom Filter: Apply custom filters based on criteria

2. Information to Include

• Basic Information: Name, code, contact details
• Address Details: Billing and shipping addresses
• Financial Information: Outstanding balance, credit limit, payment terms
• Transaction Summary: Total sales, number of invoices, last transaction date
• Tax Information: Tax registration numbers, tax categories
• Status Information: Active/Inactive status, creation date

3. Sorting Options

• Sort by customer name (A-Z or Z-A)
• Sort by customer code
• Sort by outstanding balance
• Sort by total sales
• Sort by last transaction date
• Sort by customer category

Understanding the Report

The customer list report displays columns such as:

• Customer Code: Unique customer identifier
• Customer Name: Name of the customer
• Contact Person: Primary contact name
• Email: Customer email address
• Phone: Contact phone number
• Address: Billing address
• Category: Customer category
• Status: Active or Inactive
• Outstanding Balance: Current amount due
• Credit Limit: Maximum credit allowed
• Total Sales: Total sales amount
• Last Transaction: Date of last transaction

Report Summary

The report includes summary statistics:

• Total Customers: Count of customers in the report
• Active Customers: Number of active customers
• Total Outstanding: Sum of all outstanding balances
• Total Sales: Sum of all customer sales
• Average Balance: Average outstanding balance per customer

Exporting Customer List Reports

Export customer data in various formats:

• Export to Excel: Export customer list to Excel for analysis and editing
• Export to PDF: Generate PDF report of customer list
• Export to CSV: Export to CSV for data import to other systems
• Print Report: Print customer list directly
• Email Report: Send report via email

Common Use Cases

1. Customer Database Management

Use customer list reports to:

• Review and update customer information
• Identify missing or incomplete customer data
• Clean up duplicate or inactive customers
• Organize customers by category or group

2. Customer Analysis

Analyze your customer base:

• Identify top customers by sales or balance
• Review customer distribution by category
• Analyze customer growth over time
• Identify inactive customers for reactivation

3. Communication and Marketing

Use reports for:

• Generating mailing lists
• Creating email campaigns
• Segmenting customers for targeted marketing
• Planning customer outreach activities

4. Financial Analysis

Review financial aspects:

• Monitor total outstanding balances
• Review credit limit utilization
• Identify high-value customers
• Assess customer payment behavior

Filtering and Searching

Filter customer list reports by:

• Customer Name: Search by customer name
• Customer Code: Filter by customer code
• Category: Filter by customer category
• Status: Filter by active/inactive status
• Balance Range: Filter by outstanding balance range
• Location: Filter by branch or location
• Date Range: Filter by creation date or last activity date

Best Practices

• Generate customer list reports regularly to keep data updated
• Export to Excel for bulk updates and data management
• Review and clean up inactive or duplicate customers periodically
• Use filters to focus on specific customer segments
• Keep customer information current and accurate
• Export reports for backup and record-keeping
• Use reports for customer segmentation and analysis

Report Customization

Customize reports to meet your needs:

• Select specific columns to include or exclude
• Add custom fields if available
• Group customers by category or other criteria
• Add summary calculations and totals
• Apply formatting and styling

Related Reports

Customer list reports are related to:

• Customer Statement Reports: Generate statements for selected customers
• Customer Payment Reports: View payment history
• Customer Sales Reports: Analyze sales by customer
• Outstanding Balances: View customer balances

Next Steps

After generating customer list reports, you can:

• Export data for customer database management
• Analyze customer base for business insights
• Update customer information as needed
• Use data for marketing and communication
• Generate targeted reports for specific customer segments
• Share reports with team members or management

Customer list reports in EquiBillBook provide comprehensive visibility into your customer database, helping you manage customer relationships, analyze customer base, and make data-driven business decisions.