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:


Some fields are not maintained by Sage, such as :