Customers in Aero listed alphabetically.
Report Defaults
- Filtered for Active companies with a Type of Customer
- Companies are sorted alphabetically
- Clicking on the Company name will take you to the Edit Company screen
- Default Columns:
- Company Name
- Account number
- Default Contact
- Phone
- Hourly Rate
- Software Type
- Open Aeros (the number of Aeros that are either NotStarted or Deferred. This count will include both one-time Aeros and Occurrences of Recurring Aeros)
Click the Print link in the upper right corner to save the report as a pdf or to send it to a printer.
Customize
Click the Customize link to see all your customization choices. The customization options give you the ability to create many unique reports based on this starting point.
- Filter Options
- Team Member: All, or one specific Team Member. Choosing one Team Member will produce a list of all Customers for which they are listed as a Team Member.
- Contact: All, or one specific Contact. Choosing one Contact will produce a list of all companies for which that person is listed as the Default Contact.
- Software: All, or one Software Type.
- Company Type: All, or any one of the following Company Types: Customer, Vendor, Lead, Employee, Owner, Other
- Active Status: Active, Not Active, All
- Customer Tag
- Grouping Options
- Team Member
- Hourly Rate
- Contact - will group by Default Contact
- Company Type
- Software Type
- Available columns - you can choose to see the following columns:
- Fax
- Address 1
- Address 2
- Address 3
- City
- State
- Zip
- Active
- On Hold
- Notes (From the Notes field on the Edit Company screen)
- Customer Tags
Export
Click the Report to CSV button to export the report to CSV. Data will be exported according to your filter options. All columns will be included and the data will not be grouped in any way.
Memorize
After you have customized a report, you can click the Memorize link in the upper right corner to save your custom report so you can run it again. You'll be given a chance to name your report and even give it a description. The next time you want to run your custom report, click the Memorized tab, find your custom report, and click Run Report.
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