Customer Created Report

Overview

This report displays customers created during the specified date range, as well as the various customer settings and tags applied in their card files, which is useful for identifying where your leads are coming from.

You can also see when your customers were created when you go to People A screenshot of a schedule icon with a grey calendar icon and an arrow. > Customers and Modify the data table view.

Learn more in How to Create Customers.

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 Created report.

To run 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 Created.
  3. Select the Date Range.
  4. If required, filter the report by Customer Profile, Project Tags and Customer Tags, as well as Customer Group.
  5. Click Search.

The customers created within the date range is displayed in a table below. If they have any customer tags associated, these are displayed in a table and a bar graph below, with the number of customers and percentage of customers for each tag.

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.

Click the list icon above the bar graph to Print, Download PNG image, Download JPEG image, Download PDF document or Download SVG vector image.