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ID139 - Report of New Customer Accounts created in last 24 hours Overview & Sample

Report of New Customer Accounts created in last 24 hours

Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts | Task App

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Overview

Overview

Report of new customers created in last 24 hours for admin to review the key items (taxcode, terms, etc) for a new account added to e-automate. This version is built to run once at the end of the day of customers created in last 24 hours and deliver a pdf report with the pertinent information. 

 

Run Schedule: Daily Evenings

Type of Output: Email

 

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Sample

Sample

ID139Sample.PNG

 

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Variables

Variables

ID139Variables.PNG

Variable W: Enter Branch Number(s) to report on (you will receive one report with data for all these branches) or leave blank for ALL

 

 

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Alert Functionality

Alert Functionality

-Alert reports on any new Customer Records in last 24-hours 

 

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Best Practices & Tips

Best Practices & Tips

None at this time

 

 

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Related Alerts

Related Alerts

ID82 - New Customer Records created in last 15-minutes

 

 

 

 

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