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Criteria for Building Reports on Customers

Customer Parameters

  • Customer — a customer the report is built on.

  • Customer account — an account of a customer.

  • Balance — a difference between payments and charges on a customer account calculated from the moment the account was created.

  • Basic subject — a basic subject of a customer.

  • Creation date — a date and time a customer was created in the system.

  • Status — a status of customer.

  • Equipment — a CPE a service was provided at.

  • Customer group — if the Group check box is selected, the data is included in the report separately for each customer group, and if a customer belongs to several groups his or her data is included in the report multiple times.

  • Basic subject group — if the Group check box is selected, the data is included in the report separately for each group of a basic subject, and if a subject belongs to several groups its data is included in the report multiple times.

  • Customer custom field — a custom field of a customer which is chosen in Name within the criterion settings.

  • Real estate object custom field — a custom field of a real estate object corresponding to the service address of a CPE; this parameter is chosen in Name within the criterion settings.

  • Work phone — a work phone of a customer's basic subject.

  • Home phone — a home phone of a customer's basic subject.

  • Mobile phone — a mobile phone of a customer's basic subject.

  • Last comment — the latest comment left on a customer's page.

Documents

  • Contract — a service contract.

  • Contract remark — a remark to a service contract.

  • Basic contract — a basic contract for a service contract.

  • Contract date — a date and time used to identify a service contract.

  • Contract start date — a start date of a service contract.

  • Contract end date —  an end date of a service contract.

  • Contract status — a status of a service contract.

  • Start date of first charge log — a minimum start date and time among all charge logs issued within a service contract.

  • End date of last charge log — a maximum end date and time among all charge logs issued within a service contract.

Service Address

The group contains criteria specifying a service address of a CPE:

  • Region,

  • Entrance,

  • Floor,

  • Apartment number,

  • Number of residential premises,

  • Number of non-residential premises,

  • Number of floors,

  • Number of sections,

  • Full service address,

  • Address status,

  • Date when address became effective, and

  • Date when address ceased to be effective.

Service Subscription

  • Service — a service or a price plan a customer is subscribed to.

  • Service type — a product catalog section a service belongs to (Price plans or Services).

  • Service group — a product catalog group a service belongs to.