What This Report Does:
Generates a list of customers by their associated custom field entries
Upon opening this report, you’ll have the following options for filtering your search:
- Custom Field – Filter your search results by your current customer custom fields within your ServiceWorks account. You’ll have the option to choose multiple fields at a time if needed (Note: This field is required to be filled out in order to run this report)
- Customer – Filter your results by a customer’s name
Once finished with your selections, click Run Report to continue
Once generated, you will be able to view the following information within the report:
- Account# – Displays the customer’s account number
- Customer Name – Displays the customer’s name
- Custom Field – This column will display the custom fields chosen in the previous menu. There will be as many columns as there are selections
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
