Or, from the \u201cMain Menu<\/strong>,\u201d click on \u201cReports<\/strong>.\u201d<\/p>\n Select \u201cCustomer Reports<\/strong>.\u201d<\/p>\n Click on \u201cCustomer List Export Report<\/strong>.\u201d<\/p>\n Either way, you\u2019ll end up at the following screen.<\/p>\n Only Customers w\/Complete Mailing Address? –\u00a0<\/strong>With this selected, only customers that have all mailing address fields filled out in their customer record will be included in the report.<\/p>\n Select –\u00a0<\/strong>This dropdown includes any customer types you have created (ex. retail or wholesale). Leave this set to all to display all customers across all customer types, or select one to only display the customers within that specific customer type.\u00a0<\/p>\n Whose – <\/strong>This dropdown further filters your customers by birthday or anniversary. For example, if you want to only show customers with birthdays coming up in the next month, select “Birthdays” in the first dropdown, then “Next Month” in the next dropdown.<\/p>\n You can also filter this report by customers who bought a certain quantity of items, spent a certain amount, or returned items. You can further filter this by including only certain categories, vendors, item codes, and other details.<\/p>\n Click image to expand<\/em><\/p>\n In this example, we chose to display all of our customers, regardless if they have a complete mailing address or not.\u00a0<\/p>\n To export your report, click on the purple arrow (export button) at the top left corner of the screen. Or click on “Report” and “Export.”<\/p>\n \u00a0<\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/09\/2022-09-15_08h44_01.png\")
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\nReport Fields<\/h3>\n
\nReport Example<\/h3>\n
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