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reporting

Customer Reports

Customer reports cover customer lists, contact history, sales-by-customer views, inactive accounts, and support-related summaries. Open them from the Reports hub under the Customer category.

Quick Reference

ActionPath
Open Customer reportsReports → Type: Customer
Example reportReports → Type: Customer → Customer List → Report
Available actionsReport, Print, Settings, Filters, CSV, XLSX

What You Can Do Here

  • Open customer list and contact-history views
  • Review customer activity and sales-by-customer reports
  • Check inactive-customer and support-related report outputs
  • Export customer report results to CSV or XLSX

Available Reports

The Customer category includes 10 reports:

ReportRT
Contact History21
Contact History Detail22
Contact List11
Activity Summary302
List / Customer List57
Inactive Customers195
Item Sales By Customer165
Sales Report10
Support Fees70
Support Info9

Opening a Report

  1. Go to Reports → Type: Customer.
  2. Select a report from the Report dropdown.
  3. Click Report to open it, Print for print view, or Settings to open report setup.
  4. From the output page, use Filters to narrow rows, then use CSV or XLSX if you need an export.

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