This article will guide you through all you need to know on how to export a customer list from Orion.

Customer balance (CUS: Balance) data will be used as an example.


Step 1: Create a list

  • Accounts (1) > Utilities (2) > Export (3) > Customers (4)

Step 2: Create query

  • Query (1) > New (2)

NB: Existing template lists can be (A) copied, (B) modified, (C) renamed or (D) deleted in this area.

Step 3: Select your chosen field to evaluate

Field Selection

  • Choose your field > Next

NB: There are a lot of different options to choose from, select accordingly.

Operation Selection

  • Select your query operation option > Next


NB: Select appropriate option for an accurate data.

Value Entry

  • Enter value > Next

Review and Group

  • Finish (1) > Save and name accordingly (2)

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