Customer List
Generate a printable customer list filtered by town, sub-town, category, license status, GST registration, income tax registration, and active/inactive status — or the customer Arrear Report of outstanding receivable balances.
How to Open
Menu → Reports → Customer List
Keyboard Shortcuts
F12 Save F5 New/Clear Esc Close
📝
How to Use
➕ Adding a New Report
- Open Customer List from the menu
- Fill in the required fields
- Add optional details as needed
- Press F12 or click Save
- Confirm when prompted
✏️ Editing an Existing Report
- Type the name in the Search box on the left
- Select the record from the search results grid
- The form fields will load with the selected data
- Modify the fields you need to change
- Press F12 or click Save
📋
Field Descriptions
Town Optional
Filter by town. Type to search and pick from the list; leave empty for all.
Sub Town Optional
Filter by sub-town. Type to search and pick from the list; leave empty for all.
Category Optional
Filter by customer category.
License Optional
Filter by license status (Valid/Expired/None).
GST Optional
Filter by GST registration status.
Income Tax Optional
Filter by income tax filing status.
Active Only Checkbox
Show only active customers.
Non Visited Since Optional
Filter customers not visited since a specific date.
🔘
Buttons
| Button | Shortcut | What it Does |
|---|---|---|
| 🔍 Search | F2 | Opens the search panel to find an existing record by name. |
| 💾 Save | F12 | Saves all changes. The system will ask for confirmation before saving. |
| 📄 Report | F10 | Runs the Customer List report using every filter on this screen. |
| ⏰ Arrear Report | F11 | Runs the customer Arrear Report — name, address, contact and receivable balance for every customer carrying a balance. Scoped by Town and Sub Town only. |
| 📤 Export Master Data | F9 | Writes every active Town, Sub Town and Customer to an Excel file that can be imported into another DFS company from Customer Setup. The filters on this screen are ignored. Requires the Allow master data import/export right. |
| ❌ Close | Esc | Closes the Customer List screen. |
💡
Important Notes
Compliance: Use the License and GST filters to identify customers needing updated documentation.
Arrear Report: Lists every customer whose receivable balance is not zero. It is scoped by Town and Sub Town only — the Category, Income Tax, GST, License, date and Active inputs apply to the customer list report and are ignored by the arrear report. For unpaid bills invoice by invoice, use Customer Outstanding instead.
Export Master Data — what the file contains: one plain sheet, one row per customer, with the customer's Town and Sub Town columns first and then its own details. There is no totals row and no filter applied to the sheet, so it can also be used as a sample file: clear the rows, type your own data in, and import it. Only active records are exported, and a Town or Sub Town with no active customers is left out. The file is named after the export date and is written to the MASTERDATA folder under the Datalink path set in Organization Setup.
The filters do not apply to the export. Report and Arrear Report use the filters on this screen; Export always carries the complete active customer master. This is deliberate — a transfer file whose contents depend on filter settings nobody wrote down cannot be reconciled later. The confirmation prompt says so before anything is written.
What the export does NOT carry: customer balances (they are accounting entries, not master data — imported customers always start at zero, with no ledger row), the audit columns (entered by / entered on, which describe this database's history and mean nothing elsewhere), and company representative assignments (the destination has its own representatives). Assign representatives in the destination after importing.
The file holds customer personal data — names, addresses, phone numbers, CNIC and NTN for every active customer — and can be copied or emailed anywhere once written. That is why it needs the separate Allow master data import/export right rather than the general report-export right. Note that the same right also permits importing, so it cannot be granted for extraction alone — give it only to staff who need to move master data between databases.
If you edit the file before importing: columns are matched by their heading, so you may reorder columns, but do not rename or remove a heading, and do not delete the hidden _meta sheet — the import uses it to recognise the file. Phone, mobile, fax, CNIC, NTN, STRN and code columns are stored as text so leading zeros survive; if you retype one, format the cell as Text first, or Excel will turn
03001234567 into 3001234567.Skipped customers: if an active customer's Town or Sub Town is missing or has been made inactive, that customer cannot be exported — the destination would have nowhere to put it. The count of such customers is shown when the export finishes. Fix their Town in Customer Setup and export again.
Every export is logged. One entry per export — who, when, which database, which file and the record counts — is written to the error log, visible on the Error Log tab of the Help screen. Log entries are removed after 30 days.