How do I add the customer number column?
Add a column to a report to show the customer number. These instructions will show you how to add the Customer Number column to the Payment Register report, but you can use them to add the Customer Number column to most reports in the Cash Receipting application.
Adding the customer number column to the Selection Criteria
1. Open Connect Cash Receipting > Reports > Payment Register.
2. Look up a report definition.
3. Click Select the Criteria Fields.
Select the Criteria Fields
The Selection form displays.
4. Find [Report].Customer Number and
Selection form
... double-click it to move it to the Selected Criteria Fields.
Selection form
5. Click OK.
The [Report]. Customer Number column displays in the Selection Criteria.
Selection Criteria
Adding the customer number column to the Report Order
Follow the steps for adding the customer number column to the Selection Criteria. Replace "Selection Criteria" with "Report Order".
Adding the customer number column to the Columns tab
1. Open Connect Cash Receipting > Reports > Payment Register.
2. Look up a report definition.
3. Click to select the Columns tab.
4. Click Select Columns.
Select Columns button
The Selection form displays.
5. Find [Report]. Customer Number, move it to the Selected Columns field, and then click OK.
Selection form
The [Report].Customer Number column displays on the Columns tab.
6. Set up the column properties and adjust the report width, as needed.
How do I change the column width?
7. Click Save (CTRL+S).
The customer number column has been added to the Columns tab.
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