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RE: I need a report that extracts Customers' First and Last Name, as well as Department and/or Category they purchased from.

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Hi Robert.

I´m not sure that what You want can be done in Active Report (the format You are using now, in this report). Probably for this You will need to use Excel as a report environment or SQL, executed outside RMS.

Talk to your RMS partner on this. Tell them if the report You need is for HQ or Store Operations environment. If not, feel free to contact me.

BR, A.

P.S.: I have made small changes to your report, so you can at least see the names and surnames of the customers with e-mail addresses. Just copy this next into the notepad opened report, overwriting everything inside and restart RMS SO Manager. IMPORTANT: make a copy of the report file before!!!

//--- Report Summary --- //

Begin ReportSummary

  ReportType = reporttypeCustomer

  ReportTitle = "Customer E-Mail List"

  PageOrientation = pageorientationLandscape

  WordWrap = False

  ShowDateTimePicker = False

  OutLineMode = True

  Groups = 0

  GroupDescription = "Total"

  DisplayLogo = True

  LogoFileName = "MyLogo.bmp"

  ProcedureCall = ""

  PreQuery1 = ""

  PreQuery2 = ""

  TablesQueried = "FROM Customer WITH(NOLOCK)"

  SelCriteria = ""

  GroupBy = ""

  SortOrder = ""

End ReportSummary

//--- Title Rows ---//

Begin TitleRow

  Text = "<Store Name>"

  Font = "Arial"

  FontBold = True

  FontSize = 16

  Color = "Blue"

End TitleRow

Begin TitleRow

  Text = "<Report Title>"

  Font = "Arial"

  FontBold = True

  FontSize = 12

  Color = "Black"

End TitleRow

Begin TitleRow

  Text = "As Of: <Report Date>"

  Font = "Arial"

  FontBold = True

  FontSize = 10

  Color = "Black"

End TitleRow

//--- Filters ---//

Begin Filter

  FieldName = "Customer.emailaddress"

  FilterOp = reportfilteropLike

  FilterLoLim = "@"

  FilterHilim = "@"

  FilterNegated = False

  FilterConnector = reportfilterbooleanconAND

End Filter

//--- Columns ---//

Begin Column

  FieldName = "Customer.AccountNumber"

  DrillDownFieldName = "Customer.AccountNumber"

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Account #"

  VBDataType = vbString

  Formula = ""

  ColHidden = False

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1245

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.Title"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Title"

  VBDataType = vbString

  Formula = ""

  ColHidden = False

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 600

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.LastName"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Last Name"

  VBDataType = vbString

  Formula = ""

  ColHidden = False

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 2205

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.FirstName"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "First Name"

  VBDataType = vbString

  Formula = ""

  ColHidden = False

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 2205

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.Address"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Address"

  VBDataType = vbString

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 2205

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.City"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "City"

  VBDataType = vbString

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1395

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.State"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "State"

  VBDataType = vbString

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 600

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.Zip"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Zip"

  VBDataType = vbString

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1395

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.PhoneNumber"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Phone #"

  VBDataType = vbString

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1365

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.emailaddress"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "E-Mail"

  VBDataType = vbString

  Formula = ""

  ColHidden = False

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 3405

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.Company"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Company"

  VBDataType = vbString

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1395

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.Address2"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Address 2"

  VBDataType = vbString

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1395

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.FaxNumber"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Fax #"

  VBDataType = vbString

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1110

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.AccountOpened"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Opened"

  VBDataType = vbDate

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 780

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.LastVisit"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Last Visit"

  VBDataType = vbDate

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 915

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.TotalVisits"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Total Visits"

  VBDataType = vbLong

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1065

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.TotalSales"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Total Sales"

  VBDataType = vbCurrency

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1185

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.TotalSavings"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Savings"

  VBDataType = vbCurrency

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1035

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "CurrentDiscount"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Discount"

  VBDataType = vbDouble

  Formula = "Customer.CurrentDiscount / 100"

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 855

  GroupMethod = groupmethodNone

  ColFormat = "0.00%"

End Column

Begin Column

  FieldName = "Customer.CreditLimit"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Credit Limit"

  VBDataType = vbCurrency

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1110

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.AccountBalance"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Balance"

  VBDataType = vbCurrency

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1170

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "CustomerAvailable"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Available"

  VBDataType = vbCurrency

  Formula = "Customer.CreditLimit - Customer.AccountBalance"

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 915

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.AccountTypeID"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "CH"

  VBDataType = vbBoolean

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 465

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "CustomerPriceLevel"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Price Level"

  VBDataType = vbString

  Formula = "CASE Customer.PriceLevel WHEN 0 THEN 'Regular' WHEN 1 THEN 'Level A' WHEN 2 THEN 'Level B' WHEN 3 THEN 'Level C' END"

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1050

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.TaxExempt"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Tax Exempt"

  VBDataType = vbBoolean

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1080

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.GlobalCustomer"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Global Customer"

  VBDataType = vbBoolean

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1080

  GroupMethod = groupmethodNone

  ColFormat = ""

End Column

Begin Column

  FieldName = "Customer.CustomText1"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Custom Text 1"

  VBDataType = vbString

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1080

  GroupMethod = groupmethodNone

  ColFormat = ""

  ColAlignment = flexAlignLeftCenter

End Column

Begin Column

  FieldName = "Customer.CustomText2"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Custom Text 2"

  VBDataType = vbString

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1080

  GroupMethod = groupmethodNone

  ColFormat = ""

  ColAlignment = flexAlignLeftCenter

End Column

Begin Column

  FieldName = "Customer.CustomText3"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Custom Text 3"

  VBDataType = vbString

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1080

  GroupMethod = groupmethodNone

  ColFormat = ""

  ColAlignment = flexAlignLeftCenter

End Column

Begin Column

  FieldName = "Customer.CustomText4"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Custom Text 4"

  VBDataType = vbString

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1080

  GroupMethod = groupmethodNone

  ColFormat = ""

  ColAlignment = flexAlignLeftCenter

End Column

Begin Column

  FieldName = "Customer.CustomText5"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Custom Text 5"

  VBDataType = vbString

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1080

  GroupMethod = groupmethodNone

  ColFormat = ""

  ColAlignment = flexAlignLeftCenter

End Column

Begin Column

  FieldName = "Customer.CustomDate1"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Custom Date 1"

  VBDataType = vbDate

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1080

  GroupMethod = groupmethodNone

  ColFormat = ""

  ColAlignment = flexAlignLeftCenter

End Column

Begin Column

  FieldName = "Customer.CustomDate2"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Custom Date 2"

  VBDataType = vbDate

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1080

  GroupMethod = groupmethodNone

  ColFormat = ""

  ColAlignment = flexAlignLeftCenter

End Column

Begin Column

  FieldName = "Customer.CustomDate3"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Custom Date 3"

  VBDataType = vbDate

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1080

  GroupMethod = groupmethodNone

  ColFormat = ""

  ColAlignment = flexAlignLeftCenter

End Column

Begin Column

  FieldName = "Customer.CustomDate4"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Custom Date 4"

  VBDataType = vbDate

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1080

  GroupMethod = groupmethodNone

  ColFormat = ""

  ColAlignment = flexAlignLeftCenter

End Column

Begin Column

  FieldName = "Customer.CustomDate5"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Custom Date 5"

  VBDataType = vbDate

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1080

  GroupMethod = groupmethodNone

  ColFormat = ""

  ColAlignment = flexAlignLeftCenter

End Column

Begin Column

  FieldName = "Customer.CustomNumber1"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Custom Number 1"

  VBDataType = vbDouble

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1080

  GroupMethod = groupmethodNone

  ColFormat = ""

  ColAlignment = flexAlignLeftCenter

End Column

Begin Column

  FieldName = "Customer.CustomNumber2"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Custom Number 2"

  VBDataType = vbDouble

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1080

  GroupMethod = groupmethodNone

  ColFormat = ""

  ColAlignment = flexAlignLeftCenter

End Column

Begin Column

  FieldName = "Customer.CustomNumber3"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Custom Number 3"

  VBDataType = vbDouble

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1080

  GroupMethod = groupmethodNone

  ColFormat = ""

  ColAlignment = flexAlignLeftCenter

End Column

Begin Column

  FieldName = "Customer.CustomNumber4"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Custom Number 4"

  VBDataType = vbDouble

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1080

  GroupMethod = groupmethodNone

  ColFormat = ""

  ColAlignment = flexAlignLeftCenter

End Column

Begin Column

  FieldName = "Customer.CustomNumber5"

  DrillDownFieldName = ""

  DrillDownReportName = ""

  StoreIDFieldName = ""

  Title = "Custom Number 5"

  VBDataType = vbDouble

  Formula = ""

  ColHidden = True

  ColNotDisplayable = False

  FilterDisabled = False

  ColWidth = 1080

  GroupMethod = groupmethodNone

  ColFormat = ""

  ColAlignment = flexAlignLeftCenter

End Column


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