Customer Reports


Generate customer reports to view lists of customers or customer contracts.

Customer Archive

View customers that do not have history of activity in Simpro Premium, such as leads, quotes, jobs or invoices.

Learn more in Customer Archive Report.

Customer Register

Generate customer lists to categorise your customers by their profile or assigned tags.

Learn more in Customer Register Report.

Customer Created

View customers created during the specified date range, as well as the various customer settings and tags applied in their card files.

Learn more in Customer Created Report.

Customer Notes

View notes associated with customers.

Learn more in Customer Notes Report.

Customer Rank

Rank customers by either turnover, profit, margin or average invoice value etc to determine which are generating the most business.

Learn more in Customer Rank Report.

Customer On Stop

Keep track of customers on stop, along with their owed amounts and the credit limit defined in their customer card file.

Learn more in Customer On Stop Report.

Customer Contracts

View all customer contracts in your system.

Learn more in Customer Contracts Report.