Report ID: 1317
Location: Report > List > Account
Description:
This report will export account related details in a format suitable for exporting into external applications
Licensing
This feature is available to subscribers of the following:
- Emersion Core
- Optional Modules
- Optional Features
- Upon Request (please contact your Account Manager)
Access Controls
Some reports require tuning on a specific module permission or power. These are provided below.
Module Permissions
Reports
Powers
No powers are needed to access this report.
Related Service Type
Some reports are written for a single service type, or a group of service types, usually from the same supplier and where the services are of a similar nature.
This report is not related to any specific service types.
Report Fields
Input
| Field name | Description |
|---|---|
| Account Status | Select an account status to filter the output by Account Status This is a multiselect field that allows multiple status selections |
Output
| Field name | Description |
|---|---|
| Account ID | The ID of the account |
| Customer Name | This will output either;
|
| Trading Name | The Trading Name Organisation accounts |
| Export Reference | The Export Reference if set on an account |
| Account Type | The type of account: Individual or Organisation |
| Account Profile | The name of the account profile the account belongs to |
| Account Status | The status of the account |
| Billing Contact | The First Name & Last Name of the Billing Contact of the account |
| Billing Phone | The primary phone number as set on the Billing Contact |
| Billing Email | The primary email address as set on the Billing Contact |
| Start Date | The account start date Note: This is the not the vanity start date - rather the actual account start date as defined when the account was first created |
| End Date | The account end date - if the account has been Cancelled and and end date has been set |
| Invoice Template | This is an account attribute and may be inherited from
If the template is inherited from somewhere other than the end user level, it will be detailed in brackets |
| Account Balance | The financial balance of the account If a credit amount, this will be represented with a CR prefix |
| Payment Method | The default "Automated Payment Type" if set in the Customer > Payment Method tab At the time of writing this may be
|
| Payment Method Status | The status of the Automated Payment Method if set in the Customer > Payment Method tab
|
| Account Created By | The Cumulus Username of the Cumulus User that created the account The following special users may be used for system-level creation;
|
| Account Create Date | The date and time the account was created In DD/MM/YYYY HH24:MI format |