Running the Duplicate Customers Report


The Duplicate Customers report is designed to identify potential duplicate customer records.  It is a good starting point when looking to clean up your customer database.

To run the report:

  1. Navigate to Reports > Customers > Duplicate Customers.

     
  2. Use the Starting and Ending Letter fields to limit the report to a range of customers based on last name.  Leaving these blank will check the entire customer base for duplicates.  Depending on the number of customers and duplicates, this could take a very long time.  Also, the resulting report may be very long.  If that is the case make a plan to make this more manageable by attacking it a few letters at a time.
  3. The Comparison Options radio button works in conjunction with the checkboxes below it to control how the report searches for potential duplicates:

    Match Any

    Display customer records as potential duplicates if any of the criteria checked below matches.

     

    Match All

    Display customer records as potential duplicates only if ALL of the checked criteria matches (i.e. exact match).

  4. Select your criteria and click OK to generate the report.

     
  5. Each customer will be listed in bold with potential duplicates showing beneath them. 

 

 

Updated on Thu, 10 Jun 2021 by Angela Chiaravalle

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