The Customer List Report provides a list of customers held within the system and includes customer references, addresses and contact information. You can use the report to view both current and archived customers.

Available Filters

You can filter the report using the following Customer Details fields:

Customer Reference
Additional Reference
Name
Company Name
Email
Post Code
Language
Include archived customers

You can also filter using the following Contract Details fields:

Bank Reference
Contract Status
Contract Creation Date Range
Include archived customers

Filter customers by language

If Welsh language support is enabled for your account, the Customer List Report includes a Language filter. This allows you to identify customers based on their configured language preference.

Available options include:

English
Welsh

Available Columns

The following columns are available when customising your report:

Bank Ref
Customer Ref
Additional Ref
Title
First Name
Surname
Company Name
Address
Post Code
Home Phone
Mobile Phone
Work Phone
Email
Language
Contract Creation Date
Contract Start Date
Customer Archived
Contract Archived

📌Note: The Language column can be added to your report output, allowing customer language preferences to be viewed alongside existing customer information.

Create a Customer List Report

Click the Reports & Analytics tab on the left-hand side.
Within the Standard Reports section, select View Reports.
Under the Create Report panel, locate Customer List and click Configure Report.
Under the Filters section, select the required filters using the dropdown arrows.
Click Apply Filters.
Under the Columns section, select the required columns from the dropdown.
Within the Live Preview panel, select the required format from the dropdown.
Click Download.

📌Note: Under the Filters section, click Clear to remove all selected filters and start again.