Custom reports in CLIP will offer you an advanced way of combining databases to create a customized report. We suggest you try any of our built in reports in CLIP from the reports menu before trying to create one from the User Defined List menu.
Click Reports>Custom Reports>User Defined List.
Click "New" at the top of the screen.
Give the report a name.
After you have named your report, you will want to "Choose Data Base Set." This is where we will choose what kind of information you will want in the report. The customer database is always going to be selected. Customer and job will show information that you will find under the jobs tab under the customer screen or file maintenance. "Customer and journal" will show information for qCLIP users in the history tab.
This will be any information under the history tab. "Customer and history" will show information for non-qCLIP users which will display any information under the history tab. The "Customer and Job" option is the most used option so we will use that for our example.
Click on "Fields."
Scan through the list of fields and check off the fields you would like to see on the report.
Any descriptions starting with "CU" represent customer fields and any descriptions starting with "JB" represent job fields. In the example above, Customer Name, Customer Number, Customer Address, Customer State, Customer Zip, Job Name, and Job Last Visit Date have been selected. When finished, click "Return."
Click "Condition." Condition is a way to filter the report based on certain criteria. If you don't put any condition, the report will show information you selected in "Fields" for every customer and job -- You probably don't want that!
Step 1 - Choose "field" from list then double click or press "Enter." In this example, I chose CU.Customer Status.
Step 2 - Choose operator and press "Enter." In this example, I chose "Equals."
Step 3 - Enter comparison value. This is totally dependent on what field you chose in step 1. For this example, we will type "ACTIVE", and press "Enter."
In this example, the End Result shows Customer.Status = "Active". If you want to create a report that is more advanced than this example, you can click "add another condition." For now, click "use this condition." This condition will not show any customers that are "On Hold" status.
Continuing the example, we added two more conditions. These conditions are Customer.Status = "ACTIVE" AND JOB.JOBNUM = 1 AND JOB.HOLD == .F. This means that our report will contain only customers who are ACTIVE, have job number 1, and for whom is not "On Hold."
Click "Sort By" (this step is optional). Now select which field to sort the report by. In our example, we will choose CU.Property Name or "Customer Name."
Now click "Make List."
If CLIP asks to save your changes, click "Yes."
CLIP allows you to select several places to output the report to.
Let us know if you need further assistance!