Customer Profiles

Form ID: (AR651000)

This report shows all the details (from the database) of a selected customer account or of all customer accounts.

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameter

You can use the following parameter to select the information to be displayed on the report:

• Customer: The customer for which you want to display data. Select the customer, or leave the box blank to view information about all the customers.
  The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:

  • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
  • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.