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Customer Equipment List Report V8

Introduction


This report prints a list of all customers with installed equipment. The Customer Equipment List report can be found under Reports > Route Reports > Management > Customer Equipment List.

1719609501579

Fields:

Sort Option 1 & 2: The primary and secondary fields to sort by. You can choose to sort by:

  • Equipment ID
  • Equipment Type
  • Account Number
  • Rent Billing Frequency
  • Customer Owner Flag
  • Purchase Date
  • Purchase Vendor
  • Install Date
  • Route

Change Branch: If you are logged into multiple branches, this option may be shown and allows you to re-select the branches to include in the report instead of having to completely exit the report.

Equip. ID: The range of serial numbers to include in the report.

Acct No: The range of accounts to include in the report.

Install Date: The date range of equipment installation.

Routes: The route range to include in the report.

Include Picked Up Equipment: Indicate whether to include your customer’s equipment that has been picked up.

Equip. Type: The range of equipment types to include in the report.