Contents
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
| Action | Path |
|---|---|
| Open Customer reports | Reports → Type: Customer |
| Example report | Reports → Type: Customer → Customer List → Report |
| Available actions | Report, 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:
| Report | RT |
|---|---|
| Contact History | 21 |
| Contact History Detail | 22 |
| Contact List | 11 |
| Activity Summary | 302 |
| List / Customer List | 57 |
| Inactive Customers | 195 |
| Item Sales By Customer | 165 |
| Sales Report | 10 |
| Support Fees | 70 |
| Support Info | 9 |
Opening a Report
- Go to Reports → Type: Customer.
- Select a report from the Report dropdown.
- Click Report to open it, Print for print view, or Settings to open report setup.
- From the output page, use Filters to narrow rows, then use CSV or XLSX if you need an export.
Related Topics
- Filtering - setting up and saving filter rows
- Shipping Order Reports - outbound order and customer shipment views
- Customers - customer records outside the reporting hub
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