Reports

General Customer Report

Customer report can be generated from the Reports feature.
Select Report type Customer and the necessary report time you want to see about clients. Report with all customers will be generated you only need to search the client you need to see report.

Did you find this article useful?

  • New Customer

    Access the dashboard by logging in. Click Customers; the New Customer button is located on the left....
  • Customers Registration

    You can enable/disable customers registration from Setup -> Settings -> Cl...
  • Customer Overview

    You can view all customer data like invoices,contracts,tickets,notes, by clicking on the c...
  • Exporting Customers (Invoices, Estimates)

    Go to the customer profile and click on the tab you want to export data eq. invoices Select status o...
  • Customer Reminders

    This option allows you to never forget anything about your customers. Setting customer reminder is v...