Customer and vendor reports – Brightpearl Help Center

The customer and vendor lists can be used to create customized lists of data which can be used for reporting needs or downloaded into Excel for analysis.

Customize your customer and supplier lists using filters, configurable columns, filters and preset views .

Filters

Field	Description
With tags	Filter on contacts which have a set of tags. The filter will bring up contacts with any of the tags selected. e.g. Selecting "VIP" and "Sports customers" will bring up contacts which have either tag, not just both.
Date	Choose from: Created date: Contacts created between two dates Last ordered date: Contacts who placed their last order between two dates Last contacted date: Contacts who were last contacted ("touched") between two dates
Price list	Filter for contacts assigned a specific price list.
Account (nominal) code	Filter for contacts assigned a specific account (nominal) code.
Trade status	Choose between: Retail Trade Unknown Learn more about trade statuses here.
Status	Filter on contact status. Learn more about contact statuses here.
Created by	Filter for contacts based on the staff member who created them.
Country	Filter for contacts based on the country of their default address.
Lead source	Filter filter for contacts assigned a specific lead source. Learn more about lead sources here.
Owner	Filter for contacts owned by a specific staff member.
Team	Filter for contacts assigned to a specific team.

There are also various options for searching. Learn more about searching for customers and vendors here.

Columns

Field	Description
Company	The contact's company name.
First name	The contact's first name.
Last name	The contact's last name.
Email address	The contact's default email address.
Telephone	The contact's default telephone number.
Email address 2	The contact's secondary email address.
Email address 3	The contact's tertiary email address.
Telephone 2	The contact's secondary telephone number.
Mobile	The contact's cell phone number.
Fax	The contact's fax number.
Role	The contact's job role.
Owner	The staff member set as the contact's owner.
Street	The street of the contact's default address.
Suburb	The suburb of the contact's default address.
City	The city of the contact's default address.
County/State	The county/state of the contact's default address.
Postcode	The postcode of the contact's default address.
Country	The country of the contact's default address.
Tax code	The tax code assigned to the contact.
Account (nominal) code	The account (nominal) code assigned to the contact.
Credit limit	The contact's credit limit.
Credit days	The contact's number of credit days.
Credit term type	The contact's credit term type, either "net" or "net EOM".
Price list	The price list assigned to the contact.
Status	The contact's contact status.
Lead source	The contact's lead source.
Bank account	The contact's bank account number.
Bank sort	The contact's bank account sort code.
Tax number	The contact's tax number.
Salutation	The contact's salutation.
Currency	The currency assigned to the contact.
Last contacted	The date the contact was last contacted ("touched").
Date created	The date the contact was created.
Service level	The contact's service level.
Trade account	The contact's trade status.
eBay username	The contact's eBay username.
Skype	The contact's Skype alias.
Website	The contact's website URL.
Mailmerges	Whether the contact has the "Receive newsletters" setting set to "Yes" or "No".
Custom fields	Any contact custom fields can be added to the report.