> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-installation-configuration-and-troubleshooting-solutions/faqs/reports/generate-retail-customer-directory-report.md).

# Generate Retail Customer Directory Report

**YouTube:** [How to Generate Retail Customer Points Ledger Report?](https://youtu.be/2x2Cjke2CGs)

## How to Generate Retail Customer Directory Report?

In this tutorial, we’ll learn how to configure the **Retail Customer Directory Report**, which provides detailed information for each retail customer, including personal and loyalty-related details.

***

### **Open and Create a New Configuration**

* From the **Main Menu**, navigate to the **Setup Module**.
* Click on **Setup Accounts**.
* Open the **Setup Customer Database**.
* Locate and open the **Retail Customer Directory Report**.
* Click on **Configuration** to create a new report setup.
* Assign a **suitable configuration name** for easy identification.

<figure><img src="/files/2jtCqv6UCVXJEwwYmAGA" alt=""><figcaption></figcaption></figure>

***

### **Define Report Configuration Options**

* Navigate to **Report Options**.
* Under **Report Consolidation**, enable the following options:
  * **Customer Name**
  * **Customer Details**
* In the **Report Order** section, ensure **Customer Name** is positioned at the top.
  * If not, use the **Arrow Keys** to move it.
* Set **Customer Name Order** to **First Name**.
* Optionally, enable the setting to **Display Titles with Customer Names**.

<figure><img src="/files/HdaAWeXjFHqO04bb8lrw" alt=""><figcaption></figcaption></figure>

***

### **Save the Configuration & Generate the Report**

* Once all options are properly configured, click **Save Configuration** to store the setup.
* From the list of saved configurations, select the one you just created.

<figure><img src="/files/LeBSnpK23i3O65d8ApSm" alt=""><figcaption></figcaption></figure>

* Click **Create Report** to generate the report output.

***

### **Customize Report Columns**

* Open **Setup Column Attributes**.
* Click **Unselect All Columns** to start fresh.
* Select only the columns you wish to include, such as:
  * **Customer Name**
  * **Mobile Number**
  * **Email ID**
  * **Loyalty Card Details** (if any)
  * **Discount Card Details** (if any)

<figure><img src="/files/hCpaF3FF9ugdKNhRTJiB" alt=""><figcaption></figcaption></figure>

***

### **Review the Final Output**

The generated **Retail Customer Directory Report** displays complete customer information, including name, contact details, and loyalty or discount card data—helping you maintain a well-organized customer database.

<figure><img src="/files/3e3oKipsAZ60z1ijW7zo" alt=""><figcaption></figcaption></figure>


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