--- title: CUSTOMERS - Reports description: Accessing and generating Customer reports for Print / Preview / Email --- [Skip to content](https://cs.geminilogic.com/en/manual/customers-reports#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. 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[Customers](https://cs.geminilogic.com/en/manual/spire-user-manual?hsLang=en#customers) # CUSTOMERS - Reports ## Accessing and generating Customer reports for Print / Preview / Email **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jul-31-2022-09-53-22-67-PM.png?width=50&height=50&name=image-png-Jul-31-2022-09-53-22-67-PM.png)** - **Access** - Customer List![](https://cs.geminilogic.com/hubfs/image-png-Apr-20-2023-01-56-45-6027-PM.png) - select or multi-select the record(s) from the filtered or unfiltered list (see [Customer List Filters](https://cs.geminilogic.com/en/manual/customers-context-menu?hsLang=en#CustomerListFilters)) - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-10-02-31-38-PM.png) choose **Print Selected** or **Print All**![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-20-2023-01-58-02-4719-PM.png?width=399&height=161&name=image-png-Apr-20-2023-01-58-02-4719-PM.png) - Customer Details - click on ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-10-03-00-91-PM.png) **Print** - **Generating Reports / Forms** - from the Spire Reports list, **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png)** select the report(s)/ Form(s) you wish to run - - highlight the report to check the description below to see if it's what you expect![CustomerReportsList](https://cs.geminilogic.com/hs-fs/hubfs/CustomerReportsList.png?width=422&height=305&name=CustomerReportsList.png) - select the run method: - - - **Print** - send directly to selected printer - accept or change the **Printer** - accept or change the **Paper Source** - printer format permitted, select from **Duplex** options - accept or change the number of **Copies** - option to **Save Defaults** so same settings will be used next time this report is selected for printing - **Email**  - **Setup** - establish Company Settings (see [Company Settings](https://cs.geminilogic.com/en/manual/company-settings-email?hsLang=en)) - establish User Settings (see [User Settings](https://cs.geminilogic.com/en/manual/user-settings-modular-access-preferences?hsLang=en#UserSettingsEmail)) - - - - select from **Email** drop-down - **Email Batch** – if the email is for multiple records and Saved but not Sent, Spire will create a Batch with all messages contained, accessed in the           ![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-06-49-59-8183-PM.png) **Email** module \> **Batches** tab - open the Batch to view the list of emails with the option to edit / send each message individually or send them all at once                      ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-25-2023-11-21-00-1683-AM.png?width=568&height=341&name=image-png-May-25-2023-11-21-00-1683-AM.png) - - - - - access them as individual email in the **Messages** tab - - - - **Email Message** – if the email(s) are Saved but not sent, Spire will save them individually, accessed in the ![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-06-50-34-2272-PM.png) **Email** module \> **Messages** tab                            ![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-06-50-39-1071-PM.png) - - - - \*\*Note – Emails can be re-sent - - - **Preview** - see report(s) on screen with additional options (if multiple reports were selected, each report will populate a separate tab) with additional options: ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-20-2023-02-06-35-6070-PM.png?width=553&height=255&name=image-png-Apr-20-2023-02-06-35-6070-PM.png) - use Ctrl + scroll to zoom in or out - **![](https://cs.geminilogic.com/hubfs/image-png-Apr-20-2023-02-03-26-7714-PM.png) Print** the report currently in the viewer window - **![](https://cs.geminilogic.com/hubfs/image-png-Apr-20-2023-02-03-36-7549-PM.png) Print All** reports across all tabs - **![](https://cs.geminilogic.com/hubfs/image-png-May-25-2023-11-17-25-4969-AM.png) Export ![ReportsExport](https://cs.geminilogic.com/hs-fs/hubfs/ReportsExport.png?width=478&height=281&name=ReportsExport.png)** - select from the listed **Formats** - select from the listed **Destinations** - **Application** will open the program on your computer that is associated with the **Format** you chose - **Disk file** will prompt you to save the Report in the **Format** you chose - **Exchange Folder** allows the Report to be accessed through a Microsoft Exchange client such as Microsoft Outlook - click **OK** - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-20-2023-02-04-42-2028-PM.png?width=24&height=19&name=image-png-Apr-20-2023-02-04-42-2028-PM.png)  Find** to search text of the document / report - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-20-2023-02-04-53-7361-PM.png?width=302&height=19&name=image-png-Apr-20-2023-02-04-53-7361-PM.png)  navigate through pages of the displayed report, alternatively to scrolling down - **Security** on Reports / Forms can be established at Company Level, User Level or Server Level: - - **Company Level** - Edit \> Company Settings \> Reports \> Security tab![CompanySettingsReportsSecurity-1](https://cs.geminilogic.com/hs-fs/hubfs/CompanySettingsReportsSecurity-1.png?width=655&height=275&name=CompanySettingsReportsSecurity-1.png) - **Disable Security** gives full access to all users for all reports to **Preview** / **Print** / **Export** / **Email** unless Security is Enabled in User Settings (described below) - **Enable Security** gives ability to select which reports can be accessed for all Users to **Preview** / **Print** / **Export** / **Email** - **User Level** - Edit \> User Settings \> Reports![UserSettingsReportReportSecurity](https://cs.geminilogic.com/hs-fs/hubfs/UserSettingsReportReportSecurity.png?width=622&height=261&name=UserSettingsReportReportSecurity.png) - **Company Default** uses settings established in Edit \> Company Settings \> Reports - **Disable Security** gives access to all reports within the modules this User has access to - **Enable Security** opens up the checkmarks below **Preview** / **Print** / **Export** / **Email** to remove access - **![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-10-19-17-37-PM.png) Use Defaults** establishes settings same as Company settings, with the ability to make changes - **Server Level** - Tools \> Server Administration![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-18-2022-06-53-30-4205-PM.png?width=375&height=371&name=image-png-Dec-18-2022-06-53-30-4205-PM.png)  - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-10-19-53-42-PM.png) select a report in the list - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-10-20-04-17-PM.png) delete or  ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-10-20-19-46-PM.png) disable - **Customizations** to Forms - most customizations will need to be done by your Spire Partner, but you can perform the following customizations: - **Logo** - access in Tools \> Server Administration \> Companies![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-09-56-55-4059-PM.png)                  ![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-09-57-07-1575-PM.png) - - - ![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-09-56-44-4733-PM.png) select the relevant Company - ![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-09-56-48-7601-PM.png) click on **Settings** - click on **Select Logo** then load a maximum 4cm x 4cm image file to print on top left corner of all forms ![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-09-57-23-9310-PM.png) - **Save** - - enter **Messages** to print on a selected form - access in Company Settings \> Reports \> Messages tab - select the **Report Type** - type the message in the **Header** and/or **Footer** text boxes ![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-09-57-56-9711-PM.png) ![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-09-58-07-2443-PM.png)   - **Available Customer Reports** | ***Report Name*** | ***Location*** | | --- | --- | | *#10 Envelope* | Customer List / Customer Details | | *#10 Envelope w Return Address* | Customer List / Customer Details | | *Accounts Receivable List* | Customer Details \> Accounts Receivable tab | | *Backorder Details by Customer* | Customer Details \> Sales tab \> Invoices List | | *Communication Notes* | Customer Details \> Addresses \> Communication tab | | *Customer Code Change List* | Customer Code Change | | *Customer Price Matrix* | Customer List / Customer Details \> Price Matrix Tab | | *Customer Sales History* | Customer Details \> Sales Tab \> Invoices List | | *Customer Sales History Details* | Customer Details \> Sales Tab \> Invoice Items List | | *Customer Statement* | Customer List / Customer Details / Accounts Receivable tab | | *Equipment Information* | Customer Details \> Equipment tab / Customer Text Menu \> Equipment | | *Invoice Posted* | Customer Details \> Sales Tab \> Invoices List | | *Order Confirmation* | Customer Details \> Sales Tab \> Orders List | | *Point of Sale Receipt Reprint* | Customer Details \> Sales Tab \> Invoices List | | *Quote* | Customer Details \> Sales Tab \> Orders List | | *RMA Order* | Customer Details \> Sales Tab \> Orders List | | *Sales Order* | Customer Details \> Sales Tab \> Orders List | | *Sales Order List* | Customer Details \> Sales Tab \> Orders List | | *Sales Order List Detailed* | Customer Details \> Sales Tab \> Order Items List | | *Sample Customer Address Label* | Customer List / Customer Details | | *Sample Customer Address Label 5160* | Customer List / Customer Details | | *Work Order* | Customer Details \> Sales Tab \> Orders List | - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#main-content) - [Tips and Tricks](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/manual/analytics-for-spire?hsLang=en) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/manual/spire-user-manual-system-overview?hsLang=en) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-user-settings?hsLang=en) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/manual/spire-user-manual-vendors?hsLang=en) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#main-content) - [Pricing](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/manual/spire-user-manual-price-matrix?hsLang=en) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-purchase-orders?hsLang=en) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-sales-orders?hsLang=en) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/manual/spire-user-manual-keyboard-shortcuts?hsLang=en) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-company-settings?hsLang=en) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/manual/spire-user-manual-new-instal-company-setup?hsLang=en) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/manual/spire-user-manual-general-ledger?hsLang=en) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-receivable?hsLang=en) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-payable?hsLang=en) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/manual/spire-user-manual-payroll?hsLang=en) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-production-manager?hsLang=en) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-service-manager?hsLang=en) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/manual/spire-user-manual-user-defined-fields?hsLang=en) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/manual/spire-user-manual-job-costing?hsLang=en) - [HubSpot](https://cs.geminilogic.com/en/manual/hubspot?hsLang=en#main-content) - 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