The customer list report provides a list of customers held in the system and includes reference numbers, addresses and telephone numbers. You can use it to see all customers both current and archived.
To create a Customer List report, you will be able to filter via Customer Details:
Customer Reference
Additional Reference
Name
Company Name
Email
Post Code
Include archived customers
You will also be able to filter via Contract Details:
Bank Reference
Contract Status
Contract Creation Date Range
Include archived customers
The following columns will be available to customise your report:
Bank Ref
Customer Ref
Additional Ref
Title
First Name
Surname
Company Name
Address
Post Code
Home Phone
Mobile Phone
Work Phone
Email
Contract Creation Date
Contract Start Date
Customer Archived
Contract Archived
To create a Customer List report:
Click on the Reports & Analytics tab on the left hand side.
Within the Standards Reports section, select View Reports.
Under the Create A report panel, choose Customer List and select Configure Report.
Under the Filters section, click on the drop-down arrow to select the filters.
Click on Apply Filters.
Under the Column section, click on the drop-down arrow to select the columns required for the report.
Within the Live Preview panel, click on the drop-down menu to select the format.
Click on Download.
šNote: Under the Filters section, click on Clear to start your search again.