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
- 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
- Choose your field > Next
NB: There are a lot of different options to choose from, select accordingly.
- Select your query operation option > Next
NB: Select appropriate option for an accurate data.
- Enter value > Next
Review and Group
- Finish (1) > Save and name accordingly (2)
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