Customer Archive Report

Overview

This report displays customers that do not have history of activity in Simpro Premium, such as leads, quotes, jobs or invoices, within the specified date range.

You can then archive selected customers if required. This is useful for database maintenance and managing customer card files.

Learn about other Customer reports in Customer Reports.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Reports

A screenshot of the Customer Archive report.

To view the report:

  1. Go to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. > View Reports.
  2. Click Customers > Customer Archive.
  3. Select the Date Range.
  4. Click Search.

The following columns are displayed in the report:

Customer Click to open the customer card file.
Address The address of the customer.
City - US only The city of the customer.
Suburb - AU, NZ, UK only

The suburb of the customer.

In the UK, this is the Town.
Town - UK, IE only The town of the customer.
State

The customer's state.

In the UK, this is the County.
County - UK, IE only The customer's county.
Postcode / ZIP Code / Eircode The customer's postcode, or ZIP Code in the US, or Eircode in Ireland.
Phone Number The customer's phone number.

To archive customers, select the check boxes and click Archive Selected > Okay.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

  1. Generate the report as required.
  2. Click the A grey arrow pointing downwards towards a CPM pictogram. icon in the top right, then click CSV.
  3. View, print or save the CSV, as required.

Archived customers can be reactivated if you wish to use them again. Reactivated customers retain their history of transactions from before they were archived.

To restore an archived customer:

  1. Go to People A screenshot of a schedule icon with a grey calendar icon and an arrow. > Customers.
  2. Click Advanced.
  3. Under Customer Status, select Archived.
  4. Select the check boxes for customers you wish to restore.
  5. Click Activate > OK.

The customer are now listed with the other active customers.