How can I export a list of locations associated to one customer in bulk?

Problem

You have a customer who has over 100 locations associated to their Customer Record. You want to export a list of their locations so you can easily view all the information about the locations in one place instead of clicking each location individually, but you're not sure how to do this. To solve this, you can create a custom report based on the Locations report template that shows this information.

Solution

Create a custom report

1. Go to Reports in the main navigation menu.

2. On the Reports screen that opens, click Create Report.

3. Follow the instructions to create a custom report based on the Locations template.

   1. Under Report Type, select All.

   2. Under Report Template, select Locations.

   3. Select the columns you want displayed on the report. Make sure to include the Customer Name column. If you're unsure which additional columns you want included, use the Reporting Dictionary to view detailed column information.

4. Enter a name and select a category for the report. Then click Save.

5. On the report screen that opens, you can set Filters to narrow down your report results.

6. When you're ready, click Run Report.

7. The report runs and returns results based on the filters you set.

8. To ensure the report only displays locations for a specific customer:

   1. Click the Filter icon in the Customer Name column.

   2. In the text box under the first Contains field, enter the name of the specific customer.

   3. Click Filter to filter that specific column.
      

9. The report updates to display all locations associated to the specified customer.

10. Click Export to export the report. You can export to either XLSX or PDF.