Customer Report

The purpose of creating a Customer Report is to create a viewable or printable report of all matches from your Customer List.

To create a Customer Report search you must navigate to the Search Data form as pictured in Figure 1.

(Figure 1)

screen_search_main_customerreports2

The first step to create a Customer Report is to configure your search parameters for the report you want to view. You can either configure a Custom Search or select a Saved Search from the list. Then select Match By Customer in the Type Of Search frame (See Figure 2).

(Figure 2)

screen_search_typeofsearch_matchbycustomer

As the search is configured now we will be running a Customer search to view all results. To view the report, simply select Make Report. This will display a Customer Report (See Figure 3).

Figure 3

screen_search_customerreport.zoom90

	Record Number: Displays the record number on the document.
	Record Date: Displays the date the document was recorded.
	Document Code: Displays the Document Code of the search result.
	Company: Displays the name in your customer list that CreditWatchExpress matched to.
	Names On Document: Displays the Names on the actual recorded document.
	Header: The header of the document displays the date and time this report was generated and the totals that it returned.