Customer File Export report

You can export Paladin customer account information for both active and inactive accounts.

The following customer type details are provided in the Customer File Export report’s spreadsheet columns:

• • Customer Type ID: The integer ID assigned to the customer type in Paladin.
    Example: 16
  • Customer Type: The customer type name.
    Example: Farm/Agriculture
  • Customer Type Code: The customer type code used by your supplier.
    Example: P

To create the Customer File Export report:

1. In Paladin, on the top ribbon, select the Reports module.
2. In the Report Area pane, select Customers > Customer Lists.
3. In the Report List pane, click Customer File Export.
4. In the Choose Report pane, click F12 Next.
5. In the Sorting Options pane, click F12 Run Report. An Excel icon will appear on the bottom taskbar of your computer.
6. Click the Excel icon to open the spreadsheet. The customer type information will be in the last three columns.