You can create a list of Customers and their contact details, including phone numbers, addresses, and email addresses by using the Customer List Report. The report can include a single Customer, a range of Customers, or all Customers in your database. You can also export the report in a variety of formats. See Export a report

If you wish to see further details, including a Customer’s transaction history, see Customer Enquiry Overview

Generate the Customer List Report

From the Minfos Launch Pad:

  1. Click the Customers icon.

    Minfos Launch Pad, Customer icon highlighted.

    The Customer Management module is displayed.
  2. There are two ways to open the Customer List dialog. Either
    • Click the Customer Report icon

      Customer Report icon

       or
    • In the menu bar, select the Reports tab, and select 5. Customer Report.

      Menu path in Customer Management module, showing Report tab open, highlighting 5. Customer Report.

      The Customer List dialog is displayed.
  3. Select the options for your Customer List report.

    Customer List dialog, with fields listed a-f. The same information included in steps 3 a-f, and step 4.

    1. From Customer – Enter the Surname or Customer Code of the first Customer you wish to include. If you enter the Surname, the Customer Search Window is displayed. Select the Customer and click Okay.

      Graphical user interface

Description automatically generated

      Note The Customer List is sorted alphabetically by Surname, and will include Customers whose Surname falls between the From Customer and To Customer.

    2. To Customer – Enter the Surname or Customer Code of the last Customer you wish to include. If you wish to only include a single Customer in the report, enter the same code as the field above.
    3. Detailed – Check this to include the Customer’s address details in the report.
    4. Show U.C.I. – Check this to include the Unique Customer Identifier.
    5. Account Customer – Check this to only include Customers with an Account. If this is unchecked, the report will include all Customers, with a column A/C containing a Y for Account Customers.
    6. Email – Check this to include the Customer’s email address in the report.
  4. Click OK to run the report.
    The Customer List report is displayed.


Example Customer List Reports

You can also export the report in a variety of formats. See Export a report


Detailed checkbox checked


The exported Customer List, showing three customer records.


Detailed checkbox unchecked