Knowledge base

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

May 21, 2020

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

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 “”, “‘”, “/”, “”, “[“, “]”, “;”, “:”, “|”, “=”, “+”, “*”, “?”, “>”, “<“, “#”, “,” […]

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 […]

/*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” […]

Report Output Example: ****************************************************************************************************************** The following report lists all customers with Insurance Certificates that are either expired or will epire in the next 30 days: — Updated 12/31/14 to add contact and e-mail link where cs_main:cs_insurance_date < todaysdate + 30 and cs_insurance_date > 0 list/nobanner/domain=”cs_main”/title=”EXPIRED AND EXPIRING CUSTOMER 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” […]

  Top YTD Customer Labels edited 12/12/11 – These labels print on Avery 5160 labels (30 per page, 3 across, 10 down)   define number maxcusts = parameter/prompt = “Number of customers to print labels for” default 100 ; define file alparam = access al_param, set al_param:al_location = “”,  approximate; where cs_main:cs_key <> alparam:cs_cash_key label/labeltype=”5160 Address”/domain=”cs_main” […]

define file csbscod = access cs_bscod, set cs_bscod:cs_business_type = cs_main:cs_business_type, generic; date st = parameter prompt “Enter Starting Out Date to Report” ; date en = parameter prompt “Enter Ending In Date to Report” ; where ( cr_main:cr_out_date >= st ) and ( cr_main:cr_in_due_date <= en ) sum/nobanner/domain=”cr_main” cr_totls:cr_ticket_total by cs_main:cs_business_type csbscod:cs_business_desc

Report Output Example: *********************************************************************************************************** define date rundt=parameter/prompt=”Enter starting date” define date rundt2=parameter/prompt=”Enter ending date” define string zip = parameter/prompt= “Enter Zip to Report by (1)customer zip (2)job zip (3)zip used to find taxes” define file crmain = access cr_main, set cr_main:cr_contract = Cs_inv:cs_invoice, generic define sort_var = switch(zip) case “1”: cs_main:al_zipcode case “2”: if crmain:cr_job_zip […]

Report Output Example: ******************************************************************************************************** define std_date postdate = parameter/prompt=”Posting Date to Report ” define string cmuse[1] = Parameter/prompt=” Include Credit Memos (No for Cash Accounting)”/uppercase valid “Y”,”N” default “N” where cs_pall:cs_apost_date = postdate and cs_pymt:cs_ppost_date = postdate and cs_payment_date<>postdate and ((cmuse =”Y”) or (cmuse=”N” and cs_pmt_type<>”CM”)) list/nobanner/domain=”cs_pall” cs_pymt:cs_key cs_main:cs_name cs_pymt:cs_check cs_pmt_type cs_payment_date/width=8 cs_pall:cs_invoice cs_aamount/heading=”AMOUNT” cs_apost_date/width=8/heading=”APPLIED-DATE” […]