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This report gives you a full list of your customers with name, address, contact name, mobile number and email address, ordered by contact name, customer name, state or suburb. This article shows you how to run it.
You are able to generate a list of your customers in Workshop Software and can choose to show it in order by contact name, customer name, state or suburb. The report will show you the customer name and address, contact name, mobile number and email address. 1. Click on 'Reports' from the menu options on the left hand side and then click on 'Business Reports';
2. Click on the blue arrow icon to the far right of the Customer Reports bar to expand the menu;
3. Select how you would like to order the report - Contact Name, Name, State or Suburb - and then click on the 'green printer' icon to open the report in a new tab;
