---
title: "From the Customer Window"
slug: "from-the-customer-window"
updated: 2026-08-10T20:23:24Z
published: 2026-08-10T20:23:24Z
canonical: "help.idibilling.com/from-the-customer-window"
---

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

# From the Customer Window

> [!NOTE]
> Note
> 
> The **Credit Reports** tab only appears on the customer record, if **Credit Scoring** is enabled in your Permission Profile (under **Security > Profiles > Permission Profiles > Application > CostGuard Client**).

If this functionality is enabled:

- Click **Customer Search** on the Customer Management toolbar.
- Enter the desired search criteria and click **Search**. The Customer Search window is updated with the search results.
- Either double-click on the desired customer or right-click the desired customer and select **View Customer**. The customer record is displayed.
- Click the **Credit Reports** tab.
- Right-click anywhere in the data table, select **New Credit Report**, and select **TransUnion** from the submenu. **Note**: Experian and Equifax are no longer supported.

![RequestCreditReport1](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/21758.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A56Z&se=2026-11-14T11%3A58%3A56Z&sr=c&sp=r&sig=f4syPG9TTR7XTFBSqJOTh0OcT9fqSAH6NZmOHF7%2F0Qo%3D)

> [!NOTE]
> Note
> 
> You must be licensed to access a credit bureau and each credit bureau requires a separate license. The list displays only those credit bureaus that your company is licensed to access.

This displays the New Credit Report Request window for [TransUnion](/v1/docs/requesting-and-viewing-a-transunion-credit-report).

See also:

[Credit Reports Tab - Customer Account Window](/v1/docs/credit-reports-tab-customer-account-window)