Bureau Customer Report

This report allows you to view and export Bureau Customers and their Service User Numbers.

Initially when you enter the report, the default setting is to show All Bureau Customers (including those not in a group).

Note: you will only see customers in groups where you have received the relevant permissions.

Filter by Group

Use the 'Select a Group' drop down to restrict the results to customers in a group.

Note that you can also view bureau customer that are not in ANY group.

Filter by Job

When you select a group and additional drop down is displayed, this allows you to further filter your customer list by job.

Note that you can invert the search to only show customers NOT in the job you have selected.

Anything entered in the 'Search' box with apply a filter on the name and/or Service User Number.

Sorting

Clicking on the column title will switch the ordering of the records.

Results per page

You can alter the number of results per page using the show entries drop down, the options are: 10, 25, 50 or 100 records.

Export to CSV/Copy

Clicking on the 'Export to CSV' will create and download a text file named: BureauCustomers.csv and trigger your browser to download the file.

Clicking on 'Copy' will output ALL records to your computers clipboard.