---
title: "How can I evaluate individual customers and contracts in a report?"
slug: "how-can-i-evaluate-individual-customers-and-contracts-in-a-report"
updated: 2025-07-10T14:27:07Z
published: 2025-07-10T14:27:07Z
canonical: "help.frisbii.com/how-can-i-evaluate-individual-customers-and-contracts-in-a-report"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.frisbii.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How can I evaluate individual customers and contracts in a report?

Frisbii Transform offers extended filter options for carrying out individual evaluations of your customer and contract data.

This option is particularly helpful if you want to generate a list of all contracts with all customers who have booked a certain product or who are in a certain status.

To do so, go to "*more filter options*" in "*Customers*" and select the desired filters in any combination. Then click on "*Apply*". Afterwards, you can browse through the contracts that meet the filter criteria in the Frisbii Transform UI and export the filtered list after selecting the file format (CSV German / CSV English) via the download button.

[![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/oo.png)](https://support.Frisbii Transform.com/hc/article_attachments/360019385480)

The following filters are available:

- Start date: Limits the start date of the contract via a date filter
- End date: Limits the end date of the contract via a date filter
- Plan Group: Outputs contracts that have booked a product in this plan group
- Plan: Outputs contracts that have booked the specific plan
- Plan variant: Outputs contracts that have booked this specific plan variant
- Status: Displays the current contract status
- Account Balance: Filters contracts, whether they have credits or receivables or whether the contract account is balanced
- Payment Method: Issues contracts with a specific means of payment
- Operation Status: Issues contracts where certain processes have been stopped (Payment Stopped, Billing Stopped, Escalation Suspended)
- Dispatch Mode: Outputs customers with a specific selected dispatch type for documents (Email, Letter, Archive)
- Dunning level: Outputs contracts in a certain configured escalation level.