Customer Reports

Report: Customer List

What This Report Does:
Generates a list of customers by the date they were created

Upon opening this report, you’ll have the following options for filtering your search:

  • From / To Date – Filter your results by a specific date range. (Note: This report will only show customers that have been created within these dates)
  • Status – Filter your results by the following customer statuses: Active, Inactive, or All

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 
  • Name – Displays the name of the customer 
  • Company Name – Displays the customer’s associated company (if applicable)
  • Phone 1 – Displays the customer’s phone number
  • Phone 2 – Displays the customer’s secondary phone number 
  • Email – Displays the customer’s email address
  • Address – Displays the customer’s service or billing address
  • Address Type – Displays whether the address is the following type: Shipping, Billing, or Both
  • Tax Exempt – Displays whether or not the customer qualifies for tax exemption

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