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
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
