Create Report

Joshua V. shared this question 2 years ago
Answered

what steps do i have to do to create a report of completed customers from 2016- now.


how do i create the report or filters . do not understand at all.

Comments (1)

photo
1

Go to Settings-->Reports. You can create a "customer" report...here you enter the columns you want, customer name, phone number, etc. If you go to the filters you also can create a filter you want to save to go along with the report. Even though this isn't a video on the exact type of report-here is a video that might help.

https://www.youtube.com/watch?v=A7UxJqNzyHY

Leave a Comment
 
Attach a file