Solved: Is it possible to print a report from customers as...

EZPZBaby · ‎10-18-2017

How can I print a report with only a certain group of customers for one calendar year? When I set up these customers I created a group and can not find anywhere that will allow me to print a report of these clients within this group. Please help!

RHatch · ‎10-19-2017

The only way to do this is to Export your customer list, open in a spreadsheet and then sort or filter it. Then you can print off what you need.

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RHatch · ‎10-19-2017

The only way to do this is to Export your customer list, open in a spreadsheet and then sort or filter it. Then you can print off what you need.

DeanaFerris · ‎10-25-2017

To add on to this question...is there a way to see the field of which group the customer is assigned to in the export file? I can't figure out how to do this and I need to be easily segment in my spreadsheet. Or, if I just click to view a certain group of customers, can I do an export only on those? I don't want to see my whole database. Either way, I really NEED to have the group field as part of the export file. Help please!

RHatch · ‎10-25-2017

You are correct the group name does not show up, Maybe a future feature.

DeanaFerris · ‎10-25-2017

OK, so if the group is not a field to show in the export, is there a way to print just a specific group and not the entire customer database?

RHatch · ‎10-25-2017

No not at this time

dianagbush · ‎07-19-2018

If I export a group from the customer directory to excel, am I copying the infomation or will I lose the info in the directory?

Gette

Chad · ‎07-22-2018

Hello @dianagbush! You will export a copy of the information. Nothing will be deleted from your Customer Directory! 😊

Is it possible to print a report from customers assigned to a group?