Customers report templateLast updated on 03/22/2022

• Report results include all customers, even if there is no account activity within the date filters.

• Click an underlined cell and then click Expand to drill down for additional details. Click a job, invoice, or estimate number to open the corresponding record in a new tab.

Follow the steps to create a custom report based on the Customers template and select the columns to include in your report.

The Customers template has these columns selected by default:

• Customer Name—Name of the customer

• Full Address—Address of the customer

• Phone Number—Phone number of the customer

• Email—Email address of the customer

You can customize the report by selecting additional columns from these sections:

• Customer Details—Details about the customer record including tags

• Addresses and Contacts—Customer contact details

• Jobs Counts and Rates—Customer job details

• Sales and Revenue KPIs—Customer-related revenue details

• Financials—Payment and financing details

• Memberships—Customer-related membership details

Before you run your report, set filters to focus your results. Filters are applied differently for each column. For a brief description of how filters are applied, hover over a column header.

To run a report:

1. Click the From - To field to set date filters. You can:

   • Use the calendar to select a specific date range and click Apply.

   • Use the left menu to select a preset date range:

     • Today: From 12:00 AM to the current time

     • Yesterday: Previous day, from 12:00 AM to 11:59 PM

     • Last 7 Days: Previous seven days, including the current date

     • Last 14 Days: Previous 14 days, including the current date

     • Last 30 Days: Previous 30 days, including the current date

     • Month to Date: From the first of the current month to the current day

     • Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.

     • Last 90 Days: Previous 90 days, including the current date

     • This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.

     • Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.

     • Quarter to Date: From the first day of the current quarter to the current day

     • Year to Date: From January 1 of the current year to the current day

     • Last 365 Days: Previous 365 days, including the current date

2. From the Business Unit dropdown, select the business units (BUs) you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories:

   • Click the dropdown to select individual BUs.

   • To report on BU categories such as trade or division, click Filter , select the BU categories you want to include, and click Filter.

3. Select Show Inactive Customers to include customers whose status is Inactive.

4. When you’re done setting your filters, click Run Report.

Tip: You can arrange report columns and apply filters for further customization.

• See Create and edit custom reports

• See Export a report

• See Schedule custom reports