Customer List

This option is used to view a list and produce a report of customers and their addresses.

To use this option select Reports > Customer > Customer List from main menu or click the Report button in the Customer section and select the Customer List option from the menu.

On the left hand side of the customer list you have the range panel which is common to all reporting options in Avanti. This is where you specify the criteria for the information you want to include in the list and report. When you have defined the criteria you want you can hide this panel to expand the width of the customer list by clicking the split-panel bar displayed between the range panel and the customer list. ou can click the split-panel bar again to show the range panel.

Customer From ... To

If you want to define a specific range of customers for the list you can make changes to these settings. By default they are set the first and last customer references. Use the Look-Up icon (magnifying glass) in each box to find the customer you want.

Include Address Details

By default this is unticked and the list just displays the customer names. Tick this box to also display the customer addresses in the list (as shown in the above screenshot). Whatever setting you make here will be reflected in the report.

In the toolbar above the list of customers there are several buttons which are used to carry out key tasks :

Click the Drill Down button if you want to bring up the Customer Details window to enable you to view and/or edit the full details for the currently selected customer in the list.

Click the Print button to produce the Customer List report. By default this will show an on-screen preview for you to view the report and you can print it from the Preview window. If you prefer that the software send reports directly to the printer when selecting a Print option then you will need to change the Preview All Reports Before Printing setting in the Reports & Documents page in Company Preferences. See Company Preferences for more information.

Click the Email button to send an email to a specified recipient with a PDF document of the report attached to it. Once the report is produced you will be given an email window to enter the recipient's email address and the message you want to send with the report. See the Sending Emails page for more information.

Click the PDF button to export a PDF document of the report. Once the report is produced you will be given an export window which enables you to make settings about how the want the PDF document exported and whether you want to open it after it has been exported. You can then select where you want to save it and to save it under a specific file name. See the Exporting PDF Documents for more information.

Click the Export button to export the report in the format of your choice. You will be given a menu of export options to select the format you want to export the report in. See Exporting Reports for more information.

Click the Refresh button to refresh the list with information which may have changed elsewhere in the system since you opened the Customer List option. You can also refresh the data in the list by pressing the F5 button on your keyboard when the list is selected.

Customising The List

You can customise the list in various different ways including moving columns, sorting the list by a particular column, filtering the list based on your own criteria and more. See the Customising Lists section for more information. Any customisation you carry out on the list is saved, specific to you, so it will be displayed in the same way the next time you use the Customer List option.

In the list the first column displays a Look-Up (magnifying glass) icon next to each customer. This is used to drill-down to view more more information about the customer. When you click the Look-Up icon it invokes the same process as clicking the Drill Down button in the Toolbar.

You can also access additional options by right-clicking on the list and a pop-up menu will be displayed. This is just another way to get at many of the options available in the Toolbar. The options at the bottom of the right-click pop-up menu, starting from Group By This Field, are standard options for all lists in the software (see Customising Lists for more information). The option at the bottom of the menu is Export which enables you to export all of the information in the list in several formats including Excel, CSV and HTML.

Setting the Report Order

You can define the order in which the information on the report appears in the same way as you do in the on-screen list. You simply click the header of the column you want to sort by and this will sort the information for you in the list. The order settings on the list are then picked up by the report to sort the information on the generated report accordingly.