Modify the Grouped Customer List

To modify the Grouped Customer List report:

1. In the Home window, open the Report Centre. Select Customers & Sales and then Grouped Customer List. Click Modify this report.
2. (Optional) Select the Template you want to use for the report.
3. Select a method for grouping your customers from the Group By list.
4. (Optional) Select Include inactive customers.
5. (Optional) Select Include internal customers.
6. (Optional) Customize the:
   • Columns that appear in the report
   • How your report is sorted
   • Results using filters
   • Printer settings for the report
   • Fonts in the report
7. (Optional) Save the report as a template in My Reports.
8. Click OK to display the report.