Last Updated: February 01 2024
Customer Register Report
Overview
Generate customer lists to categorise your customers by their profile or assigned tags, as specified in the customer card file. You can also generate lists according to customer group, account manager, and type.
When you go to People > Customers, you can Perform a local search with these same filters.
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 > 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:
You can use the following filters in the report:
Customer Group |
Select a customer group to include customers belonging to that group. Learn more in How to Use Customer Groups. |
Customer Profiles |
Select a customer profile to include customers with that profile. Learn more in How to Use Customer Profiles. |
Customer Status | Select to view lead-type customers or regular customers. |
Account Manager | Select an employee to view customers with that employee as their account manager. Account managers must be employees who are either a salesperson or a project manager in their card file. |
Customer Tags |
Select a customer tag to view customers with that tag. Learn more in How to Use Tags. |
The following columns are displayed in the report:
Customer | Click to open the customer card file. |
Account Manager | The account manager selected in the customer card file. |
First Name | The customer's first name, if they are an individual. If the customer is a company, this is blank. |
Last Name | The customer's last name, if they are an individual. If the customer is a company, this is blank. |
Address | The address entered in the customer's card file. |
Phone | The phone number entered in the customer's card file. For individual customers this is the Primary Phone, and for company customers this is the Company Phone. |
Fax | The fax number entered in the customer's card file. |
Mobile | The mobile number entered in the customer's card file. This is for individual customers only. |
The email entered in the customer's card file. |
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:
- Generate the report as required.
- Click the icon in the top right, then click CSV.
- View, print or save the CSV, as required.