The Marketing - Customer Mailing List report shows total sales and billing address for each Customer for a specified period of time.

Step     Action

  1.       Select {Reports} and then select {Marketing - Customer Mailing List} under the Marketing section. A Generate Report modal will open.

   2.      Complete the fields.

Sales Rep TypeSelect a Sales Rep Type from the drop-down menu.
Sales RepSelect a Sales Rep from the drop-down menu.
Start DateSelect a Start Date from the calendar.
End DateSelect a Supplier from the drop-down menu.

    3.      Select {Generate}.

             Note: You may need to confirm the file to be opened/saved before 

             proceeding, depending on your web browser. The file will open or be saved 

             to your computer depending on your web browser.

Report columns include:

  • Customer Name    
  • Customer Number    
  • Sales Rep    
  • Subtotal    
  • Shipping    
  • Postage    
  • Tax    
  • Total    
  • Billing Location Name    
  • Billing Location Address    
  • Billing Location City    
  • Billing Location Region    
  • Billing Location Country    
  • Billing Location Zip/Postal