Customer Reports

Overview

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

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

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

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

View notes associated with customers.

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

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

View all customer contracts in your system.