Customer Data Report
As soon as you select this report, it
will generate a list of all your aligned customers showing
their
company name and Sage account number. There is no initial variable
entry screen for filtering; therefore, it may take a while before
it displays.
Use the
My Customers option under the Account Management area of the
main menu bar to view summarized information on your customers' maintenance and support plan and products. The
My Customers report
is accessible by all your employees to whom you have granted Sage
Portal access rights. The Customer Data report is only available
to employees assigned with Partner Manager.
Some
additional fields can be added to the initial customer listing which
can also be used as sort criteria. For example, you can add the
customer's state (field is called Region) to the listing.
The
list of customers can be exported to Excel.
Variable Entry Options: Initial Selection Criteria:
None are available for this report.
Fields within the standard report
Some
additional fields can be added to the initial customer listing which
can also be used as sort criteria. For example, you can add the
customer's state (field is called Region) to the listing.
For instructions on how to add attributes (additional data) to
the Customer Data report, click here.
For instructions on how to remove columns you have added to the default report, click here.
Fields that you might find useful:
- BAS: Postal Code (zip code)
- Region: this is the State or Province
- CAM: First Fax Number
- Industry Code
- D&B SIC1 Primary
- D-U-N-S Number
- D&B Sales Volumn Ran
- CAM: Street (standard address)
- CAM: First Telephone No
- 2 Years Active Customer (0=no; 1=Yes)
- CRE Verticals (for CRE partners use only).
Some fields are not maintained by Sage, such as :
- Comment - no data
- BP Sage Active Status - no data