Atlas Knowledge Base
Dashboard
CID Short Information Report

CID Short Information Report

CID Short Information Report


CID Short Information Report

Report #:   2051

Module:    Account Management

Overview

Use the CID Short Information report to view an abbreviated version of the Customer Information Report (report #2033). User’s branch restrictions apply.

This report displays the following information, by branch and dealer:

  • CID

  • Name

  • Address (with city, state, and zip code)

  • Telephone number of the premises

To access this report, select CID Short Information Report (report #2051) from the main menu of SBN.

The CID Short Information Report

This window contains two panes: use the upper pane to define the content of the report; use the lower pane to define the job output - how, when, and where you want to print the report.

Note: See Report Parameters Pane for information on the fields in the lower pane, which are the same in every report.

Field Descriptions

The following table describes the fields used in the upper pane of the report.

Field

Description

CID Range

CID - From (No label)

You may type a range of CIDs to limit the report to records within that range. Type the beginning CID of the range.

CID - To (No label)

You may type a range of CIDs to limit the report to records within that range. Type the ending CID of the range.

Branch

You may select a specific branch to limit the report to records associated with that branch. (This menu originates from program #1530.)

O    If you leave this field blank, the report includes all branches.

Dealer

You may select a specific dealer ID to limit the report to records associated with that dealer. (This menu originates from program #1537.)

O    If you leave this field blank, the report includes all branches.

Running and Viewing a Report

For information on running and viewing a report, see Common Functions in SBN.

Report Example

The following graphic shows an example of the output of the CID Short Information report.

Field/Column Descriptions

The following table describes the fields and columns used in the output of the report.

Column

Description

Branch / Dealer

Identifies the branch and dealer selected, if applicable.

CID

Customer CID number.

Dealer

ID of the dealer associated with the specified CID.

Name

Installation name.

Address

Displays up to two lines of street address information.

City

Installation city.

State

Installation state.

Zip

Installation zip code.

Phone

Phone number of the premises.

Mon Stat

Monitoring status of the installation.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button

Name

Shortcut Key

Action

Description

Recurring

Alt+F1

2051

Open fields for recurring/template reports.

Exit

Esc

2051

Exit without saving.

Save

Enter

2051

Save existing record.

Modifications and Updates to CID Short Information Report

The following table lists modifications and updates to the CID Short Information Report document.

Mod Number

Date

Description

n/a

07/17/14

Images updated.



Was this helpful?