Standard AQ - Comprehensive Customer

Report Description

This report provides a summary of a customer or customers by pulling basic information, lead and sales history, and employee hours for the previous three years.

Parameters

Parameter Name	Options	Description
Branch (Employee)	All available branches	Branch of Employee
Date Type	Date Entered, First Invoice Date, Hire Date, Last Invoice Date, Invoice Date
Start Date	Calendar date
End Date	Calendar date
Root Customer ID	Alphanumeric	The unique ID assigned to the customer.  Use a "%" to query all Customer IDs.
Customer Name	Alphanumeric	The name of the customer.  Use a "%" to query all Customer IDs.
Entered By (User description)	Drop-down menu of all available Avionté users.
Extra Value	Multiple	A list of values that can be displayed in the report. If the selected value has been designated for the customer, a new column titled "Extra Value: ____________" will be displayed. If the value has not been designated for the customer, the column may not display.

Report Fields

Field	Description
Competition	When prospecting the customer, this column displays other staffing companies vying for the customer's business.
Customer ID	The unique ID assigned to the customer.
Company Type	The organizational classification of the customer company.
Customer Name	The name of the customer.
Department Name	The specific department being referred to in that row. A customer must have at least one department and may have multiple.
Root Customer ID	Some customers are organized into sub-companies, each with their own customer ID. The Root Customer ID is the parent company's Customer ID.
Root Customer Name	Some customers are organized into sub-companies, each with their own customer name. The Root Customer Name is the parent company's Customer Name.
BoldCompanyID	Identifier for company in AviontéBOLD (Front Office)
Parent Account	The parent account associated with the customer, if the customer is a subsidiary or child account of a larger organization.
Status	The status of the customer whether it is active, inactive, or a prospect.
Branch	The specific branch being referred to in that row. A customer must have at least one department and may have multiple.
Street Address 1	The location of the branch.
Street Address 2	A secondary address line for that branch location.
City	The city in which the branch is located.
State	The state in which the branch is located.
Zip Code	The postal ZIP Code in which the branch is located.
GeoCode	Geocode calculated from the branch address.
Short Name	A shorter "nickname" for the location.
Sales Tax	Sales Tax associated with the main address.
Staffing Supplier	The staffing supplier servicing that branch.
Sales Level	When in the sales process, this column indicates the customer's level of interest - cold, warm, hot.
Industry Code	A value indicating the customer's industry.
Customer Type	An indication of the customer in relation to its organization - franchise, regional, national, etc.
Lead Source	The origination of the sales lead.
Lead Source Description	A description of the sales lead's origination.
Credit Limit	A dollar amount debt ceiling at which the customer may no longer use the staffing service without first lowering the amount owed.
Hold Code	A designation as to why service has been put on hold for the customer.
Default Payment Option	A designation of how the customer will pay their bill.
Warning Value Type	When the customer approaches a credit limit, a warning is generated. The warning value type is designated as a percentage or specific amount of money owed.
Warning Value	When the customer approaches a credit limit, a warning is generated. The warning value is the value (expressed as a percentage or dollar amount based on the Warning Value Type) at which the warning is generated.
First Invoice Date	The date of the first invoice generated for the customer.
Last Invoice Date	The date of the last invoice generated for the customer.
Invoice to Department	The customer department to which invoices are sent.
Invoice Style	The format of the invoice sent to the customer - one page, one page with time card, etc.
Invoice Separate By	Shows if the Invoices are separated (by Department, Branch, ...)
Invoice Group By	Shows if the Invoices are grouped (by Department, Branch, ...)
Invoice Display Items	Provides list of option to display to on the invoice which is setup under Customer > Billing Setup
Email Invoice To	If the customer's invoice is emailed, this column displays the email address to which the invoice is sent.
Display Item	Provides list of option to display to on the invoice which is setup under Customer > Billing Setup
Automatically Email Monthly Statements	A 'true' or 'false' value displaying whether a customer's monthly invoices are automatically sent.
Email Statements To	If the customer's statement is emailed, this column displays the email address to which the statement is sent.
Print Invoice?	A 'yes' or 'no' value indicating whether or not the invoice can be printed.
Statement Letter Day	A '0' or '31' value indicating what day of the month a statement letter is generated.
Billing Period	A 'weekly', 'bi-weekly', or 'monthly' value indicating the date range over which the customer is billed.
Billing Cycle	The first, second, third, fourth, or last week of the month when a customer is billed.
Pay Period	The frequency of the customer's employee pay period - e.g. weekly.
Pay Cycle	The first, second, third, fourth, or last week of the month when a customer pays its employees.
Check Delivery	The method by which the customer distributes employee pay - 'hold at branch', 'mail to employee', etc.
OT Plan	The customer's default overtime plan.
Weekend Day	The day of the week indicating what is considered a weekend for overtime calculation.
Generate Daily Time Entry	A 'yes' or 'no' value indicating whether the customer generates a daily amount of employee time for daily pay employees.
Daily Pay Options	Options indicating payment methods to employees that receive payment on a daily basis.
Payment Terms	The lending terms applied when a customer repays an invoice.
Max Invoice Amount	The maximum dollar amount that can be applied to one invoice.
2019 Total Invoice	The total amount invoiced to the customer in the year shown. The column year advances annually.
2020 Total Invoice	The total amount invoiced to the customer in the year shown. The column year advances annually.
2021 Total Invoice	The total amount invoiced to the customer in the year shown. The column year advances annually.
LTD Total Invoice Amount	LTD = Life to Date. The LTD Total Invoice Amount is the amount invoiced to a customer since the launch of the of the supplier/customer relationship.
Total Sales Tax Amount	The total amount of sales tax invoiced to the customer.
Total Discount Amount	The total amount discounted to the customer.
Total Payment Amount	The total amount paid by the customer.
AR Invoice Total Balance	The balance owed to repay sent invoices.
Current Age Total Balance	The remaining balance owed on invoices/
AR Age 0-30 Days Total Balance	Balance remaining on invoices 0 - 30 days old.
AR Age 31-60 Days Total Balance	Balance remaining on invoices 31 - 60 days old.
AR Age 61-90 Days Total Balance	Balance remaining on invoices 61 - 90 days old.
AR Age Over 90 Days Total Balance	Balance remaining on invoices older than 90 days.
2019 Total Hours	Total employee hours worked for the customer during the displayed year. The column year advances annually.
2020 Total Hours	Total employee hours worked for the customer during the displayed year. The column year advances annually.
2021 Total Hours	Total employee hours worked for the customer during the displayed year. The column year advances annually.
Total Expected Revenue	Estimated revenue from the customer.
Referral Source	The origination of the referral from the supplier to the customer.
Source Detail	A detailed description of the source that referred the supplier to the customer.
Agency	The agency that connected the supplier to the customer.
Agency Fee	The fee charged by the agency for connecting the supplier to the customer.
Default WC Code	The default worker's compensation code.
Default Mark Up	The default profit value applied when the supplier charges the customer.
Contact Method: Direct Office Phone	The customer contact's office phone number.
Contact Method: Email	The customer's email address.
Contact Method: Main Number	The customer's general office number.
Contact Method: Main Office Phone	The customer's general office number.
Contact Method: Website	The customer's website.
Dates: Activation Date	The date the customer's account became active.
Dates: Contract Date	The date the contract between the customer and supplier was affirmed.
Dates: Entered Date	The date the customer was entered into the Avionté application.
Extra Value: _____________	A selectable value used to to display, and filter by, report information.
User: Account Manager	The account manager managing the customer account.
User: Entered By	The Avionté user that entered customer information into the application.
User: Sales Rep	The supplier sales rep associated with the customer.
User: Service Rep	The supplier service rep supporting the customer.
Select	A column used to select a row or rows (or all rows if the top check box is chosen) to perform actions such as printing.