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.

TABLE OF CONTENTS

• Step 1: Create a list
• Step 2: Create query
• Step 3: Select your chosen field to evaluate
  • Field Selection
  • Operation Selection
  • Value Entry
  • Review and Group
• Other useful knowledge base articles

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)

Other useful knowledge base articles

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