Report and Export Options

Report Options

You can filter the results of any report by hitting the

Contact Filters

You can include or

Report Filters

E-mail addresses

You can include only customers with e-mail addresses or only customers without e-mail addresses.

Phones

You can include only customers with phone numbers or only customers without phone numbers.

Simple Customer List

A Simple Customer List will give you the results of your

Other Filters

• With or without certain flag codes • In certain subdivisions

• With source of measurement

• Received or didn’t receive a certain letter • Those with a particular NPS rating

• With or without certain linked document types • Based on customer preferred method of contact • Specific Group Billing Account

Two “User’s Choice” Filters

Filtering using Mapping Assistant or Filter by List

allows you to review the results of the report and

select which results will be sent to the final report,

Filter Using Mapping

Assistant

on a report, you will be brought to

Mapping, pushpins appear representing all the results of the report, inside of zip code boundaries. However, they are not “selected” for the final output.

Just like with invoices, you will drag a rectangle around your desired points, right click and

Filter Using Mapping Assistant

Filter Using Mapping Assistant

Once the “Done” button is clicked, the report will

Filter by List

In a similar fashion to

invoices, you can bring up the results for you to select for the

Notice:

Report Exports

Any Report can be printed,

previewed, or exported.

When Exporting to a Data File

When Exporting to a Data File

This will help when sending data to

Real Green Systems for

custom mailings.

Note: You must have Mapping

Assistant and have geocoded

Microsoft Excel

When creating an Excel file, you will need to name and place the new file.

Name File and Select

Location

Click on “OK”

screen, Options screen and on the Report

A prompt will appear

You are finished

Go into Excel, open the file

You will see many columns,

sometimes over 50 - much more than you would get from the

Two main uses:

1) Delete the columns you don’t want and print (possibly on legal sized paper)

Example: Export Condition Code Report and delete unwanted

Two main

uses:

Other Formats:

Export to

Mapping

Export to Call Log

Select Call Status, Assign To, Due Date, Contact Status and any Call Notes.

Exclude customers if they have had a recent call of a certain status.

You must assign to someone and

enter contact status OR call

Export to Post Card

file

Export to Pre-Pay/Renewal/Cancel/Reject/Pending Letter

When you go into the Prepay

Export to Mailing

Labels

Choose the size and which address (service or billing) and hit “OK” twice You will see

Export to Microsoft Outlook

This will create a blank e-mail addressed to these

Export to Info/Upsell/Nature Note

Choose the letter and the setup from parameters will pop up. When you hit “OK” from report page,

Export to PDF file

You will need Acrobat Reader (download free from the internet) to

Export to PDF via Outlook

You will be attaching the file to an e-mail recipient of your choosing.

Add a subject line and message. You may be prompted to

Export to Mass Service Utility

Export to Customer Action

Sheet

Export to Customer Search

Screen

If you escape, you can “Recall Last Customer Search Export” from the Customer menu

Add/Remove Customer

Flags

code in

parameters, then add it to the

customers from this report

You can later run another report (or

Export to Referral

Letters

Add Holds

Master to Linked Document

NPS Report

If you enter Net Promoter Score

Update Customers Utility

New Reports

Export and Send To are Separate

Options

Export

New Reports

New Reports

New Reports

One last note about Exports…