Customer Summary

  • Provides a list of all orders placed by a customer across all events.  It itemizes each order and provides an order total, all payments made and any balances due.  The aging figure on the report is calculated based on the event's end date compared to the date the report is run.

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  • Field Name Available Values Default
    Starting Event End Date   Beginning of time.
    Ending Event End Date   End of time.
    Partial Company Name Enter a partial company name value and hit <ENTER>.  Any companies matching that criteria appear in the "Choose Company" field below.  
    Search Type Starts With
    Contains
    Starts With
    Then Choose Company Based on the information entered in the Partial Company Name above, returns a list of all companies matching the criteria.  
    Customer Role
    Company Orders Only
    Include Orders by Third Parties.
    Company Orders Only.
  • Customer Summary PDF