Customer Reports

Report: New Vs Old Customer

What This Report Does:
Generates a list of first time and recurring customers within a specified date range

Upon opening this report, you’ll have the following option for filtering your search by a designated time frame. Once finished with your selections, click Run Report to continue

Once generated, you will be able to view the following information within the report:

  • Customer – Displays the name of the customer
  • Phone – Displays the customer’s phone number
  • Email – Displays the customer’s email address
  • Job Number – Displays the associated job number
  • Description – Displays the text within the “Description” field on the job ticket
  • Amount – Displays the amount due for the job
  • Paid Amount – Displays the amount that has been collected for the job
  • Last Paid Date – Displays the last date on which a payment was taken for the job

Beneath the New Customers list, you’ll also be presented with a list of Recurring Customers as well.

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