Knowledge base

Top 100 Customers

Top 100 customers   define      date idate1 = parameter prompt “Enter Starting Date” ;    date idate2 = parameter prompt “Enter Ending Date” ;         where     ( cs_inv:cs_icreate_date >= idate1 and cs_inv:cs_icreate_date <= idate2     )         sum/nobanner/duplicates/domain=”cs_inv”     cs_inv:cs_iamount/heading=”AMOUNT $”                   by     highest 100 cs_inv:cs_key      cs_main:cs_name

May 21, 2020

Customers with Fax contact methods

where cs_main:cs_contact_method one of “F”, “X”   or cs_main:CS_ap_contact_method one of “F”, “X” list /nobanner .title = “Customers with Contract Method of Fax”   cs_main: cs_key cs_name cs_address_1 cs_address_2 cs_city al_st_code   cs_main:al_zipcode cs_contact_method cs_phone_2 cs_ap_contact_method   cs_main:cs_ap_fax cs_last_cont_date cs_ltd_sales

Customer Volume Report by Salesman / Customer Type

Report Output Example: ********************************************************************************************************************** /*The following report will list revenue volume (this year and last) for customers by assigned salesperson:*/ define std_date rundt=parameter/prompt=”Enter Effective Date to Report ” define string custy=parameter/prompt=”Enter Customer Type to Report (CA, AR) (#A for All)”/uppercase define string inits[3]=parameter/prompt=”Enter Salesperson ID (#A for All)”/uppercase define number mtd = if month(cs_inv:cs_icreate_date)=month(rundt) and […]

Customers with Valid Insurance

Report Output Example: ********************************************************************************************************** –customers who’s insurance exp date is after today’s date –sorted by date where cs_main:cs_insurance_date > todaysdate list/nobanner/domain=”cs_main”/title=” CUSTOMERS WITH VALID INSURANCE CERTIFICATES” cs_main:cs_key cs_main:cs_name cs_main:cs_address_1/heading=”ADDRESS” cs_main:cs_city cs_main:cs_insurance_date/heading=”INSURANCE-EXPIRE-DATE”/mask=”MM-DD-YYYY” cs_main:cs_dw_required/heading=”DW” cs_main:cs_type_code if cs_phone_1>0 then {cs_phone_1/heading=”PHONE”/mask=”(ZZZ) ZZZ-ZZZZ” }cs_main:cs_contact link(cs_main:cs_email_address, “mailto:”+cs_main:cs_email_address)/heading=”EMAIL-ADDRESS” sorted by cs_insurance_date cs_name

Customer Revenue Volume by Business Type

Report Output Example: ****************************************************************************************************************** /* The following report will generate MTD and YTD total revenue by customer business type for this year and last year. */ define std_date rundt=parameter/prompt=”Enter Effective Date to Report ” define string custy=parameter/prompt=”Enter Customer Type to Report (CA, AR) (#A for All)”/uppercase define number mtd = if month(cs_inv:cs_icreate_date)=month(rundt) and year(cs_icreate_date)=year(rundt) then […]

Customers NOT Set to Charge Admin Fees

Report Output Example: ********************************************************************************************************** where cs_main:cs_add_admin_fee_to_tkts <> “Y” list /nobanner/title = “CUSTOMERS WITHOUT ADMIN FEES”/dup cs_main:cs_type_code /heading= “TY” cs_bscod:cs_business_desc/heading= “BUSINESS TY” cs_main:cs_key cs_name cs_address_1 cs_address_2 cs_city al_st_code al_zipcode cs_phone_1 cs_email_address/heading=”CUSTOMER EMAIL” sorted by cs_type_code /newline cs_business_type

Customers set to Charge Admin Fee

Report Output Example: ********************************************************************************************************** where cs_main:cs_add_admin_fee_to_tkts = “Y” list /nobanner/title = “CUSTOMERS WITH ADMIN FEES”/dup cs_main:cs_type_code /heading= “TY” cs_bscod:cs_business_desc/heading= “BUSINESS TY” cs_main:cs_key cs_name cs_address_1 cs_address_2 cs_city al_st_code al_zipcode cs_phone_1 cs_email_address/heading=”CUSTOMER EMAIL” sorted by cs_type_code /newline cs_business_type

Bad Email Address

Report Output Example: ********************************************************************************************************* where (cs_main:cs_contact_method one of “E”,”Z” and cs_email_address<>”” and (cs_main:cs_email_address[1] one of “”,”‘”,”/”,””,”[“,”]”,”;”,”:”,”|”,”=”,”+”,”*”,”?”,”>”,”<“,”#” or cs_main:cs_email_address[2] one of “”,”‘”,”/”,””,”[“,”]”,”;”,”:”,”|”,”=”,”+”,”*”,”?”,”>”,”<“,”#”)) or (cs_main:cs_ap_contact_method one of “E”,”Z” and cs_ap_email<>”” and (cs_main:cs_ap_email[1] one of “”,”‘”,”/”,””,”[“,”]”,”;”,”:”,”|”,”=”,”+”,”*”,”?”,”>”,”<“,”#”, “,” or cs_main:cs_ap_email[2] one of “”, “‘”, “/”, “”, “[“, “]”, “;”, “:”, “|”, “=”, “+”, “*”, “?”, “>”, “<“, “#”, “,” […]

Customer Volume by Date Range with Address Info

Report Output Example: **************************************************************************************************************************** define date rundt=parameter/prompt=”Enter starting date” define date rundt2=parameter/prompt=”Enter ending date” define string custy=parameter/prompt=”Enter Business Type to Report (#A for All)”/uppercase default “#A”; define file csbscod = access cs_bscod, set cs_business_type = cs_main:cs_business_type, one to one, generic where(cs_main:cs_business_type=custy or custy=”#A”)and (cs_inv:cs_icreate_date>=rundt and cs_inv:cs_icreate_date<=rundt2) Sum/nobanner/domain=”cs_Inv”/title=”CUSTOMER VOLUME TOTALS” cs_inv:cs_iamount/heading = “Invoice Totals” by csbscod:cs_business_desc/heading=”BUSINESS […]

Number of Active Customers

/*The report will count the number of active customers for the given date range. Active customer is defined as any customer who had a bid/res/contract/work order in the time frame. */ define date start = parameter/prompt = “Enter Start date for Fiscal Year” define date enddt = parameter/prompt = “Enter End Date for Fiscal Year” […]