Check a customer summary

Article • 4/27/2026 • 3 min read

Use the Customer Summaries page to view or print basic customer information that includes address, phone number, territory, number of employees, discount percentages year-to-date sales, and terms.

By default, generic filters are available to generate this report. You can use Advanced Filters to customize or expand your filter criteria. For more information on Advanced Filters, click here.

To generate Customer Summaries Report

  1. Open the Customer Summaries (RPCUST) page.

    Select Sales Management > Sales Reports > Data Management > Customer Summaries.

Or

  1. Search for RPCUST in the Navigation box and then select Customer Sum- maries.

    Customer Summaries (RPCUST) page appears.

  2. In the Selection box, select how you want to view the information:

    » All Customers: Select this option to include the information of all the customers.

    » Inactive Customers: Select this option to include the information of all inactive customers.

    » Active Customers: Select this option to include the information of all active customers.

    » Customer Contacts: Select this option to include the information of customers by their contact details.

    » Linked Addresses: Select this option to include the information of customers by the linked addresses.

  3. In the Sort Order area, select how to sort the report.

    The Sort Order field is populated based on the type of report selected in the

    Selection field.

  4. In the Layout area, select the layout in which you want to view the report.

    The Layout field is populated based on the type of report selected in the Selec- tion field.

  5. In the Sort Range area, you can sort the information.

    The Sort On field is populated based on the type of report selected in the Selec- tion field.

The available sort ranges are:

» Single: Select this option to include only one item. Selecting this option enables the From field. Do one of the following:

  1. Type the item reference in the From field.
    1. Click the lookup reference and select the sort item from the Lookup For window. Highlight the required sort item and click Select.

» Range: Select this option to include a range of items to sort from. Selecting this option enables the From and To fields. Do one of the following:

  1. Type the first and last values of the range in the From and To fields.
  2. Click the lookup reference (if available) and select the sort item from the Lookup For window. Highlight the required sort item and click Select.

» All: Select this to include all available items.

  1. Click Run Report on the Toolbar to generate the report.

    Select Open now to open the report in a new tab or select Notify when Com- plete to get notification. You can open the downloaded report from My Reports page.