The Customer Biography report displays a customer's complete purchasing history, including:
•Default contact name, address and phone number(s)
•Admissions
•Bundles
•Gifts
•Customer marketing data
•Extended attributes
To run the Customer Biography report:
1.Open Customer Services from the Desktop.
The Customer|Search page appears.
2.Search for and select the customer whose Customer Biography Report you want to view.
If you selected the default contact, the Customer|Basic page will appear, otherwise the Customer|Advanced page will appear.
3.Select the Basic tab, if necessary.
4.To view the report immediately on screen, click 'Customer Biography'.
5.To change the report's output, click the button next to the 'Customer Biography' button.
A dropdown appears.
6.Select an output type from the 'Target' dropdown:
Save the report/extract to your local computer or network.
a.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
Once you run the report, follow the Windows prompts to open or save the file.
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Email
Email the report/extract to multiple recipients in multiple formats at once.
a.Email Address: Enter the email address of the recipient.
b.Email Subject / Email Message: Enter a subject and message, respectively.
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Information
When emailing an HTML report links and images will not function.
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c.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
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Save the report/extract to a specified server.
a.Before you can use this option, you need to set up a target destination.
b.Target Name: Select where you want to send the report/extract.
c.Target File Name: Enter the name that you want the report/extract to be saved as.
You can also add the following to the file name:
•%d: The date will be added to the file name in the YYYYMMDD format.
•%t: The time will be added to the file in the HHMMSS format.
d.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
After you save the report/extract, the field will display  instead, allowing you to verify the URL
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Print the report/extract to a local or network printer.
a.Printer: Select a printer.
b.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
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View the report/extract on screen.
a.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
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Save the report/extract to an FTP site with secured/encrypted delivery (SFTP).
a.Before you can use this option, you need to set up a target destination.
b.Target Name: Select where you want to send the report/extract.
c.Target File Name: Enter the name that you want the report/extract to be saved as.
You can also add the following to the file name:
•%d: The date will be added to the file name in the YYYYMMDD format.
•%t: The time will be added to the file in the HHMMSS format.
a.Format: Select the appropriate format for the report/extract (AVDOC, CSV, HTML).
After you save the report/extract, the field will display instead, allowing you to verify the URL.
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7.Click 'Execute'.
Report Formats
While selecting a report’s output, you can also choose the report’s format:
•AVDOC: Formats the report as a PDF (portable document format).
•CSV: Formats the report as comma separated values (CSV). This allows you to view the report in programs like Microsoft Excel.
•HTML: Formats the report as hypertext markup language (HTML), the standard markup language for creating website and applications.
•application/JSON: Formats the report as JavaScript. This allows you to more easily consume report data for dashboards, data warehouses or other sites or system functions.
