Customer Reports

Report: Customer Custom Field

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

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