To run the Customer Contacts report:
- Click Reports > Customers > Contacts. The Customer Contacts Report filter will appear.
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Options on the Contacts report include:
Customer
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Opens the Customer filter allowing you to enter additional criteria to narrow down your results.
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Entered Date
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Returns only customers entered in this date range.
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Store
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Returns only customers entered at this store.
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Group/Sort By
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Groups the results by store, assigned associate, and/or entered associate.
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Show Details
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Shows each individual customer. Leave unchecked for a summary only with total counts per associate.
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Show Contacts
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Shows all contact methods entered for each individual customer.
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Page Breaks
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Break to the next page for each grouping option.
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Use Report Criteria Cover Page
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Include the reports criteria page.
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Include Colors on Report
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Include colors on this report.
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- Enter desired options and click OK to generate the report.
Summary Only
Leave Show Details and Show Contacts unchecked to get a summary only displaying totals for each associate.
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Individual Contact Counts
Check Show Details but leave Show Contacts unchecked to get one row per customer with their associated counts.
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Individual Contact Counts with Contact Details
Check both Show Details and Show Contacts to get total counts per customer along with all the contact details collected.
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