How to Search for a Customer


This document serves as a general guide for searching customers in Oracle

Critical Concepts

Steps to Take

1. Open the Business Analytics Hub

2. Select the Budget & Finance tab

3. Select the Receivables & Cash Operations Panoramas tab > UCSD-DSH Accounts Receivable Panorama > click on Run Report

4. The UCSD-DSH Accounts Receivable Panorama opens to the List of Reports tab > select Customer Account Delivery Attributes

5. Enter search values for Account Number, Account Description, or Customer Name and click Apply to generate specified search

6. Account details will be populated in the Panorama

If you still have questions or need additional assistance, please submit a ticket