Customer Follow-Up & Reference Reports Guide

How to use customer list, quote, open-order, check, and reference reports to support customer communication, follow-up, and operational review in QBM.

Sales & CustomersReportsEnd-User Guide

Overview

These reports help users follow up customers beyond receivable balances. They are useful for sales teams, support teams, account managers, and finance users who need customer contact details, open commercial documents, or customer cheque information.

Related guides: Use this guide together with Customer Balance & Open Invoices Reports, Receive Payments & Customer Statements, and Quotes, Orders & Delivery Notes.

Reports Covered

ReportUse It For
Customers ReportReview the customer list and main reference information.
Customer Contact ReportReview customer contact details for communication and follow-up.
Customer Phone ReportReview customer phone details quickly.
Customer Quotes ReportReview customer quotations that are still being followed up.
Customer Open Orders ReportReview customer orders that remain open or pending completion.
Customer Open Orders by Items ReportReview open customer orders at item level.
Customer Open Invoices by Items ReportReview open invoice balances by item line.
Customer Checks ReportReview customer cheque activity where cheque-based collection is used.
How to use them: Use customer reference reports for communication, open-order reports for commercial follow-up, and cheque reports for collection control.

Best Practice

  • Use reference reports when you need contact information without opening each customer record.
  • Use open-order reports when sales follow-up focuses on commitments not yet completed.
  • Use item-level reports when one product or product family is the main concern.
  • Use cheque reports together with customer balance review when collections rely on post-dated or received cheques.
Important: Open document reports depend on sales documents being completed, closed, or converted correctly in QBM.