Customer List report: options and information

Items marked with an asterisk (*) are available in Microsoft Office Accounting Professional 2009 only.

The Customer List report displays information about all the customers in your company. You can sort this list by various categories including any user-defined fields you have created on the Customer form.

Open the report

  • On the Reports menu, point to Customers and Receivables, and then click Customer List.

Report content

The report includes location and contact information for each customer and the balance owed by each customer. You can modify the report content to include other information, such as customer credit ratings and credit limits. To change column options, do the following:

  • On the toolbar, click Modify Report, and then in the Modify Report pane, select or clear the appropriate Columns options.

*Foreign currency

When Microsoft Office Accounting 2009 is set to use foreign currency, this report displays the transaction amounts in the account currencies. In addition, the report changes to include columns that show the three-letter code for the account currencies, the exchange rate between the account currencies and U.S. dollars (USD), the transaction amounts in USD, and the account balances in USD.

Related topics

Working with reports

Filter reports

Use foreign currency

Create a field

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