Menu Path: Customer Service Reports Customers Customer Inactivity Report
Create a report of customers with a period of inactivity.
Use Customer Inactivity Report to output a report of customers that have not placed an order in a specific number of days.
Note Customers that are marked as inactive in Customer Maintenance do not appear on the report.
You can output the report for all or specific customer divisions, sales territories, and/or states/provinces. You can optionally view a detailed report, which includes line items from each customer's last order.
To output the report:
Select filter options for the report.
Enter the number of days of inactivity for which to include customers on the report in the Inactive Days field.
If you want to display order line items on the report, select the Display Detail check box.
Click the Print Options tab.
Select report output and processing options.
Click the Print button in the ribbon to output the report.
Button |
Description |
Exit |
Click this button to close the Customer Inactivity Report window. |
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Click this button to output the report. |
Field or Button |
Description |
Select this check box to include data for all customer divisions on the report. This check box is selected by default. |
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Enter a customer division ID for which to include data on the report, or click the Lookup button to select a customer division ID. This field is only enabled if you clear the All Divisions check box. |
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Select this check box to include data for all sales territories on the report. This check box is selected by default. |
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Enter a sales territory for which to include data on the report, or click the Lookup button to select a sales territory. This field is only enabled if you clear the All Territories check box. |
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Select this check box to include data for all states and provinces on the report. This check box is selected by default. |
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Enter a state or province for which to include data on the report, or click the Lookup button to select a state or province. This field is only enabled if you clear the All States check box. |
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Enter the number of days since the last placed order for which to include customers on the report, or click the drop-down arrow to select a date. The last placed order is calculated based on the order date for the last sales order that was not voided. Example The order date for a customer's last order was 90 days ago. If you enter 60 in this field, the customer will appear on the report. However, if you enter 180 in this field, the customer will not appear on the report. |
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Select this check box if you want to include order line item information on the report. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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