I would like to know if there is a option in RMS to export customer data. I would like to get the first name, last name, phone and address into excel.
Thanks
*This post is locked for comments
Thanks, the above file just worked. Thanks everyone
In Store OP did you save the new report as Custom - YOUR FILE NAME The report will then be be listed under Custom
Ah.. this was for Local Customer List.... I'll get back to you shortly.
//--- Report Summary --- //
Begin ReportSummary
ReportType = reporttypeCustomer
ReportTitle = "Customer List"
PageOrientation = pageorientationLandscape
OutLineMode = True
Groups = 0
GroupDescription = "Total"
DisplayLogo = True
LogoFileName = "MyLogo.bmp"
ProcedureCall = ""
TablesQueried = "FROM Customer WITH(NOLOCK)"
SelCriteria = ""
GroupBy = ""
SortOrder = ""
End ReportSummary
//--- Title Rows ---//
Begin TitleRow
Text = "<Store Name>"
Font = "Arial"
FontBold = True
FontSize = 16
Color = "Blue"
End TitleRow
Begin TitleRow
Text = "<Report Title>"
Font = "Arial"
FontBold = True
FontSize = 12
Color = "Black"
End TitleRow
Begin TitleRow
Text = "As Of: <Report Date>"
Font = "Arial"
FontBold = True
FontSize = 10
Color = "Black"
End TitleRow
//--- Filters ---//
//--- Columns ---//
Begin Column
FieldName = "Customer.AccountNumber"
DrillDownFieldName = "Customer.AccountNumber"
DrillDownReportName = ""
Title = "Account #"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1245
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "CustomerName"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Name"
VBDataType = vbString
Formula = "Customer.LastName + ', ' + Customer.FirstName"
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1560
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.EmailAddress"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Email"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1395
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.Company"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Company"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1395
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.PhoneNumber"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Phone #"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1365
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.FaxNumber"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Fax #"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.AccountOpened"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Opened"
VBDataType = vbDate
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 780
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.LastVisit"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Last Visit"
VBDataType = vbDate
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 915
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.TotalVisits"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Total Visits"
VBDataType = vbLong
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1065
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.TotalSales"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Total Sales"
VBDataType = vbCurrency
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1185
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.TotalSavings"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Savings"
VBDataType = vbCurrency
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1035
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "CurrentDiscount"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Discount"
VBDataType = vbDouble
Formula = "Customer.CurrentDiscount / 100"
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 855
GroupMethod = groupmethodNone
ColFormat = "0.00%"
End Column
Begin Column
FieldName = "Customer.CreditLimit"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Credit Limit"
VBDataType = vbCurrency
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.AccountBalance"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Balance"
VBDataType = vbCurrency
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1170
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "CustomerAvailable"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Available"
VBDataType = vbCurrency
Formula = "Customer.CreditLimit - Customer.AccountBalance"
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 915
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.AccountTypeID"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "CH"
VBDataType = vbBoolean
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 465
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "CustomerPriceLevel"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Price Level"
VBDataType = vbString
Formula = "CASE Customer.PriceLevel WHEN 0 THEN 'Regular' WHEN 1 THEN 'Level A' WHEN 2 THEN 'Level B' WHEN 3 THEN 'Level C' END"
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1050
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.TaxExempt"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Tax Exempt"
VBDataType = vbBoolean
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1080
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.GlobalCustomer"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Global Customer"
VBDataType = vbBoolean
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1080
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.CustomText1"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "!CaptionCustomerCustomText1"
VBDataType = vbString
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1080
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "Customer.CustomText2"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "!CaptionCustomerCustomText2"
VBDataType = vbString
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1080
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "Customer.CustomText3"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "!CaptionCustomerCustomText3"
VBDataType = vbString
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1080
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "Customer.CustomText4"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "!CaptionCustomerCustomText4"
VBDataType = vbString
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1080
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "Customer.CustomText5"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "!CaptionCustomerCustomText5"
VBDataType = vbString
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1080
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "Customer.CustomDate1"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "!CaptionCustomerCustomDate1"
VBDataType = vbDate
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1080
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "Customer.CustomDate2"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "!CaptionCustomerCustomDate2"
VBDataType = vbDate
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1080
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "Customer.CustomDate3"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "!CaptionCustomerCustomDate3"
VBDataType = vbDate
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1080
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "Customer.CustomDate4"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "!CaptionCustomerCustomDate4"
VBDataType = vbDate
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1080
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "Customer.CustomDate5"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "!CaptionCustomerCustomDate5"
VBDataType = vbDate
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1080
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "Customer.CustomNumber1"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "!CaptionCustomerCustomNumber1"
VBDataType = vbDouble
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1080
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "Customer.CustomNumber2"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "!CaptionCustomerCustomNumber2"
VBDataType = vbDouble
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1080
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "Customer.CustomNumber3"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "!CaptionCustomerCustomNumber3"
VBDataType = vbDouble
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1080
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "Customer.CustomNumber4"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "!CaptionCustomerCustomNumber4"
VBDataType = vbDouble
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1080
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "Customer.CustomNumber5"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "!CaptionCustomerCustomNumber5"
VBDataType = vbDouble
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1080
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "Customer.Address"
DrillDownFieldName = "Customer.Address"
DrillDownReportName = ""
Title = "Address 1"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.Address2"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Address 2"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.City"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "City"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.State"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "State/Prov"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.Zip"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "ZIP/Postal Code"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
This is what I have in the file.
//--- Report Summary --- //
Begin ReportSummary
ReportType = reporttypeCustomer
ReportTitle = "Customer List"
PageOrientation = pageorientationLandscape
OutLineMode = True
Groups = 0
GroupDescription = "Total"
DisplayLogo = True
LogoFileName = "MyLogo.bmp"
ProcedureCall = ""
TablesQueried = "FROM Customer WITH(NOLOCK)"
SelCriteria = ""
GroupBy = ""
SortOrder = ""
End ReportSummary
//--- Title Rows ---//
Begin TitleRow
Text = "<Store Name>"
Font = "Arial"
FontBold = True
FontSize = 16
Color = "Blue"
End TitleRow
Begin TitleRow
Text = "<Report Title>"
Font = "Arial"
FontBold = True
FontSize = 12
Color = "Black"
End TitleRow
Begin TitleRow
Text = "As Of: <Report Date>"
Font = "Arial"
FontBold = True
FontSize = 10
Color = "Black"
End TitleRow
//--- Filters ---//
//--- Columns ---//
Begin Column
FieldName = "Customer.AccountNumber"
DrillDownFieldName = "Customer.AccountNumber"
DrillDownReportName = ""
Title = "Account #"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1245
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "CustomerName"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Name"
VBDataType = vbString
Formula = "Customer.LastName + ', ' + Customer.FirstName"
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1560
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.Company"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Company"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1395
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.PhoneNumber"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Phone #"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1365
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.FaxNumber"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Fax #"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.Address"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Add"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.Address2"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Address 2"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.City"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "City"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.State"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "State/Prov"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.Zip"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "ZIP/Postal Code"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Works for me!
Very good, Craig!
-Jerry
jerry@jrdata.us
I tried both in Store OP and HQ. Global Customers.
Couple of questions: Store Op or HQ? Local or Global Customers ?
Thanks, but I did try the above script but it does not shows the information or the field. Even under the options to check column to display, it won't show.
Thanks
Add the following to Customer - Customer List.qrp (COPY FILE FIRST)and then save as Custom - Customer List.qrp (report will appear under "Custom")
Begin Column
FieldName = "Customer.Address"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Address 1"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.Address2"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "Address 2"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.City"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "City"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.State"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "State/Prov"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Customer.Zip"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "ZIP/Postal Code"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
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