Corp. Client History Report

The Client History Report lists customer sales totals per month during a specified year. The dialog box to run the report provides a link that enables you to run another report, which lists customers who have not traveled recently.

Running the Report

To run the report:

  1. On the Corporate submenu, click Corp. Client History Report.

    The Client History Report dialog box appears.

    The following table describes the fields on the Client History Report dialog box.

    Field Description

    Year

    Year for which to run the report.

    Sort By

    Indicates how to sort the report data. Select one of the following sort options from the drop-down list:

    • AccountId – Sort by account ID.
    • Specific month – Sort by the selected month's sales totals (low to high).
    • Year Total – Sort by the year's totals (low to high).

    Branch

    Branch. The report will include invoice items for this branch only. Only those branches to which the user has access display. Select All to include items for all branches to which the user has access.

    To find and select a branch, click the lookup () button. The Find Branch screen appears. For details, see Using the Lookup Buttons and Screens.

    Only Tagged IDs

    Indicates whether to include only tagged customer account IDs.

    Only History IDs

    Indicates whether to include only customer account IDs that have the History Reporting option selected on the Edit Customer screen. For details, see Edit Customer Screen. The Only History IDs option enables you to quickly access accounts for customers who frequently want a history report.

    Note: For details about the Who hasn't traveled recently? link on the dialog box, see Who Hasn't Traveled Report below.

  2. Complete the fields as appropriate.

  3. Click PRINT.

    The Send to dialog box appears. Select a report destination. For more information, see Printing Overview.

Who Hasn't Traveled Report

The Who Hasn't Traveled report lists customers who have not traveled recently.

Running the Report

If the user's branch access is limited, this report is limited to customers of branches to which the user has access.

To run the report:

  1. On the Client History Report dialog box, click Who hasn't traveled recently?

    The Who Hasn't Traveled dialog box appears.

    The following table describes the fields on the Who Hasn't Traveled dialog box.

    Field Description

    Cust Type

    Customer-type code. The report will include accounts that match this customer type. Select All to include all customer types. These codes are user-defined, but GlobalWare provides B (Business), G (Group), H (House), and P (Personal). For more information, see Travel, Customer, and Revenue Types Overview.

    From (for date range)

    Beginning date of a range of invoice dates. Customer account IDs that do not have invoices within the specified range of dates will be included on the report. You must use this date in conjunction with the To date to define a range.

    To (for date range)

    Ending date of a range of invoice dates. Customer account IDs that do not have invoices within the specified range of dates will be included on the report. You must use this date in conjunction with the From date to define a range.

    Only Tagged IDs

    Indicates whether to include only tagged customer account IDs.

    Only History IDs

    Indicates whether to include only customer account IDs that have the History Reporting option selected on the Edit Customer screen. For details, see Edit Customer Screen. The Only History IDs option enables you to quickly access accounts for customers who frequently want a history report.

  2. Complete the fields as appropriate.

    Note: The date fields for Date Range are required.

  3. Click PRINT.

    The Send to dialog box appears. Select a report destination. For more information, see Printing Overview.

Report Examples

Note: Branch: All* in the report header indicates that the user does not have access to all agency branches and that this report considers only those branches to which they have access.

Client History Report example

Who Hasn't Traveled report example

Report Notes