Generate the Plan Customer Detail Report

Use these steps to generate the Patheon Plan Customer Detail Report. This report displays customer-specific wash plan data, including customer name, contact email, contact phone, join date, plan name, plan status, plan reload status, and number of plan uses for a report period. Note: It does not include revenue. It can be generated for a single site, multiple sites, a site group, or multiple site groups.

  1. Log in to Patheon Portal.
  2. Select Reports. The Financial Reports panel opens.

  1. Select Account Report. The Preview Parameters section of the Plan Customer Detail Report panel opens.

  1. In START DATE, select the opening date and time range for the report. By default, the field is set to 1 week (7 days) prior to the current date, 12:00 AM.
  2. In END DATE, select the closing date and time range for the report. By default, the field is set to the current day, 11:59 PM.
  3. In SITE GROUPS, select the site group(s) to include. All groups (default), select multiple groups, one group, or no groups can be selected. Important: The site group(s) selected here control which site(s) can be selected in SITES.

  1. In SITES, select the site(s) to include. All sites (default), select multiple sites, or one site can be selected. Important: Only sites that belong to the site group(s) selected in SITE GROUPS can be selected.

  1. In PLAN NAME, select the plan(s) to include. All plans (default), select multiple plans, or one plan can be selected.

  1. In PLAN STATUS, select the plan status(es) to include. All statuses (default), select multiple statuses, or one status can be selected.

  1. In LAST RELOAD STATUS, select the most recent plan reload status(es) to include. All statuses (default), select multiple statuses, or one status can be selected.

  1. Select Submit. The report generates for the provided parameters. Tip: Select the Preview Parameters icon to close the section and expand the report to the full panel.
  2. To generate the report with different parameters, open the Preview Parameters section, enter new parameters, and select Submit.