Creating a Customer List Report

Best Suited for:

• Back Office administrators
• Sales and marketing teams
• Users managing customer data

Important Information:

• You can filter by customer creation date or leave the date range blank to pull all customers
• You must select at least three columns to generate the report
• Columns can be selected individually or all at once

Process Description:

1. Navigate to the Reports Dashboard
2. Access the Customer List under List Reports
3. Set filters and select columns
4. Choose report type and generate

Step-by-Step Instruction:

1. Navigate to Reports > Reports Dashboard

   

2. Scroll to the bottom left and click Customer List > Custom

   

3. Set a date range for customer creation

   
    

4. Leave blank to include all customers

5. Select columns:

   • Move columns from the left to the right
   • Use the single arrow to move one at a time
   • Use the double arrow to move all columns at once

   

6. You must select at least three columns to generate the report
7. Scroll down and choose the type of report (HTML or Excel)
8. Click Generate Report