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The Customer Listing report provides a structured overview of all active, non-prospect customer accounts within the system. This report is particularly useful for:
Gaining a quick reference to customer demographics.
Reviewing assigned sales representatives and business segmentation details.
Exporting a clean list of customer information for sales, marketing, or service planning purposes.
Analysing customers by area, industry, company size, and salesperson.
This report draws from core customer account data and offers multiple categorisation views for streamlined analysis.
Getting There
To access the Customer Listing report in Service Geeni:
Select the Business Intelligence module from the main menu.
Choose the Reports sub-module.
In the Reports window, select the Records category.
Click on the Customer Listing report to open it.
As this report does not include filters, it will automatically display data when loaded.
Report Tabs and Categories
The report is divided into several tabs (or categories), allowing users to view the data from different organisational perspectives:
Full Listing: Displays the complete list of customer accounts with all available columns.
Area: Groups and categorises customer data based on Sales Area, which is useful for territory management or regional performance tracking.
Industry: Displays customers grouped by their assigned Industry Code (SIC), which helps with market segmentation and industry-focused campaigns.
Size: Groups customers by Company Size, useful for understanding customer scale, which may influence pricing or service levels.
Sales Person: Categorises customers by their assigned Sales Representative, useful for sales team performance reviews or workload distribution.
Column Breakdown and Key Fields
Each view (tab) includes the following standard customer information columns:
Column Name | Description |
Account No. | The unique identifier for the customer account. |
Account Name | The customer’s name. |
Area | The sales area assigned to the customer (if applicable). |
Industry | The SIC (Standard Industrial Classification) code represents the customer’s industry. |
Size | The customer’s company size category. |
Sales Person | The full name of the assigned Sales Representative. |
Address | Combined Address Line 1 and 2 of the customer’s main location. |
City | The city where the customer is located. |
These fields are populated from the Customer Account and reference tables, including Sales Area, Industry Code, Company Size, and Sales Rep.