Extracting a List of Customer Email Addresses
Customer email addresses are extracted by running the Supplier List report in the Reporting Suite. You must have Reporting Suite Version 6 Build 003.7 or later installed in order to use this report. Please contact the Support Team if you do not have this version.
You must be logged in to IRIS Financials as using the CUSTADMIN login to ensure all customer accounts are visible.
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Click Modules, then select Reporting Suite from the menu.
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The IRIS Financials Reporting Services Browser window is displayed. Select Supplier List from the Additional Reports panel.
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The Supplier List report criteria panel is displayed. Select the location you want to run a supplier list report for from the Please select the Location drop-down list. In the following example, AST - Auckley Street Secondary Academy has been selected.
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Next, select the ledger to which the customer accounts are linked from the Please select a Ledger drop-down list. In the following example, AST_SALES - AST Sales Accounts (where AST represents the location code of the ledger) has been selected.
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When the criteria for the supplier list report has been entered, click View Report.
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The PURCHASE Details Report is displayed. Click the Save icon, then select CSV (comma delimited) from the drop-down menu.
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Save the file to a suitable location on your computer. If you are using or connected to a remote desktop server, you need to copy and paste the downloaded Excel file to your own PC after it has been saved.