Customer Detail Reporting

Customer Details Reports allow you to see a detailed summary of all your Customer data including Name, Contact details, Address etc. 

This article will cover details specific to generating Customer details Reports 

Tip: Learn how reporting works here.

Generating a Customer Details Report

1. Click from the Side Menu
2. Click Customer Details Report

3. Select the date range you wish the report to cover
4. Select the output format (either PDF or CSV)

The report will show the Customer Name, Primary Address and Billing Address as well as any additional site contact details if relevant. 

Tip: Viewing a customer details report if a customer does not have a billing address entered for the report it will use the primary address as a billing address.

Unique search criteria for Customer Details

Name

5. Click the field next to Name  to run a report for a specific Customer
6. Enter the relevant Customer Name
7. Click 

Address

8. Click the field next to Address  to run a report for a specific Address
9. Enter the relevant Customer Address
10. Click 

Email

11. Click the field next to Email  to run a report for a specific Email Address
12. Enter the relevant Email Address
13. Click