Customer List

The Customer List report allows you to print a list of all or selected Customers. You may also select to Print Bill To and Print Notes.

 

Options

  1. Complete the following options as needed:
    • Change Appearance?: Check the box in order to change the font type and size. There is also a drop-down option to control the white space between the columns by a percentage.
    • Banded Rows?
    • Customers
    • Print Bill To?
    • Print Notes?

 

Report

  1. Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. 
  2. Click the Clear Preferences link to reset all of your report preferences to their default values if needed.
  3. The following columns display on the report:
    • Name
    • Address
    • Contact Name
    • Tax Exempt ID
    • Phone Number
  4. Click the Close Report button to return to the dashboard.
  5. The total number of customers in the report is also displayed at the bottom.

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