Generate Retail Customer Directory Report

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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.

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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.

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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.

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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.

• Click Create Report to generate the report output.

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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)

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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.