Welcome to Maxim Help Articles > CLTX1 Client Export

This report will export the selected columns from the customers or suppliers (client) file based on the report selection parameters.

A comma delimited text file will be created. A report is also created listing the clients selected.

Select Columns To Export - select the columns that you wish to export.

View Selected Columns - to verify the columns selected.

Select Customers - to select customers and select an existing report selection or create a new report selection.

Select Suppliers - to select suppliers and select an existing report selection or create a new report selection.

For Customers - Include YTD Sales?

If this option is selected the customer's current year to date sales will be included in the exported text file. This column is then available to filter customers using sales.

An example of a report selection:

Report ID:

Description:

Summary / Detail:

Key 1:

Range From:

Range To:

REPORT1

Select Vets

Detail

Select CLTTYP

Select VET

Client Types

All the customers with a client type of VET will be selected.