Exporting customers

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Posted on by garyw

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

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garyw 95 on at

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Re: Exporting customers

Thanks, the above file just worked. Thanks everyone
Craig Harris 795 on at

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Re: Exporting customers

In Store OP did you save the new report as Custom - YOUR FILE NAME The report will then be be listed under Custom
Craig Harris 795 on at

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Re: Exporting customers

Ah.. this was for Local Customer List.... I'll get back to you shortly.
Gerald Rothaus 2,930 on at

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Re: Exporting customers

//--- 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
garyw 95 on at

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Re: Exporting customers

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
Gerald Rothaus 2,930 on at

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Re: Exporting customers

Works for me!

Very good, Craig!

-Jerry

jerry@jrdata.us
garyw 95 on at

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Re: Exporting customers

I tried both in Store OP and HQ. Global Customers.
Craig Harris 795 on at

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Re: Exporting customers

Couple of questions: Store Op or HQ? Local or Global Customers ?
garyw 95 on at

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Re: Exporting 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
Craig Harris 795 on at

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Re: Exporting customers

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