Customer Utilization Report

This report shows trends in total monthly purchases by your customers over the past 12 months for Rentals, Sales, and Services.

It prints monthly totals and total purchases for each customer, per month, to help identify if a customer is purchasing more or less of your products and services.
The spreadsheet also includes the customer's phone number and Credit Rating.

This report uses the Detailed Revenue History (INSH) for the product details, which can also be printed from Customer Revenue Report, and it uses the Customer Purchases Totals (ARMS) for the services information.

Note: This report will only report on a month if it has been fully acquired for the entire month. Partial months are ignored.
This is because the source of the rental values on the report is the monthly history file (RSMH) which calculates on a monthly basis.

The prompts are:

DIVISION, "ALL", OR "SEL"

• Type ALL to accept all divisions in the one report.
• To print the report for a single division, enter space for the Head Office Division, or enter a specific division code, or select one from the drop-down list.
• Type SEL to select a range of divisions or to select divisions by accounting region as outlined in Division Select By Region.

SALESMAN, "ALL", OR "SEL"

• Type ALL to include all salesman codes in the report.
• To generate the report for a single salesman, enter the salesman code, or select one from the drop-down list as setup in Salesman Codes.
• Type SEL to select several salesman codes for the report as outlined in Select Salesman Codes.

ENDING DATE (MM/YYYY)

Accept the current month, or enter the desired month end for the report as the 2 digit numeric, slash, and the year as 4 digit numeric.
e.g. 07/20XX

PRINT BY SALESMAN

Check this box to separate the customers by salesman.
Uncheck this box if customers do not need to be sorted according to the salesman.

SORT BY

Select one of the following sorting options:

• Select Customer# to print in customer number order.
• Select Customer Name to print alphabetically in customer name order.

FROM CUSTOMER #

The "Customer From/To" prompts are enabled if the Sort By selection is by Customer#.
Leave this field blank to include all customers, or enter the starting Customer number, or select one from the Accounting Customer Search window.

TO CUSTOMER #

Leave this field blank to include all customers, or enter the ending Customer number, or select one from the window.

FROM ALPHA CODE

The "Alpha Code From/To" prompts are enabled if the Sort By selection is by Customer Name.
Leave this field blank to include all customers, or enter the starting customer alpha code, or select the customer from the Customer Search window.

TO ALPHA CODE

Leave this field blank to include all customers, or enter the ending customer alpha code, or select a customer from the window.

FROM POSTAL / ZIP

To further narrow the customer range, enter an optional starting postal or zip code.

TO POSTAL / ZIP

Enter the ending postal or zip code for the customer range.

REVENUE TO INCLUDE

Select one of the following revenue options for the report:

• Select Rentals for rental revenue only.
• Select Sales for sales revenue only.
• Select Services for services revenue only.
• Select All to include sales, rental and services revenue.

PRINT UTILIZATION

Select one of the following data filters:

• Select Zero to only list customers with no activity in the range.
• Select Non-zero to include only customers with revenue as requested in the Revenue to Include field.
• Select Both to include all customers in the range, with or without activity.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

Click ACCEPT to proceed with the report, or CANCEL to abort.