Customer Master File List (Report)

How do I

The Customer Master File List is capable of showing all the customer records that you have entered in this company. It differs from the Customer List in that it displays more information.

Options

Select the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

  • Sort by: You can sort by customer ID or customer name. You can also include prospects in this report.
  • Select a filter: First, select a filter on the left. Then, define the options for that filter on the right. The options differ based on the filter selected. Tell me more about the types of filter options.

Columns

Select the Columns link to choose which data fields to include and where the columns break on your report. Tell me more about choosing report fields.

Fonts

Select the Fonts link to set the font styles for the heading and body of the report. You can also have the titles of the report show special codes, such as the current period, today's date, an as-of date, and the company name. Tell me more about formatting reports.

What do you want to do next?