The Customer List Report allows you to get a detailed list of customer information. You can search filters to narrow the report, delete multiple customers at once, restore customers you have deleted in the past, and merge duplicate profiles.
In this article, we will go over:
The Customers List is found both in the Reports and Customers tabs. Hover over the Customers tab, then click Customers List.
To generate the report for all customers, click Run Report without selecting any search or filtering options.
The report defaults to Card View, with all customer info displayed in an address card format and a default sort by the first name applied.
See Customer List Report: Search & Filter Options for details on generating the report based on selected criteria.
To change the layout of the report, click Card View or Grid View.
Click the Sort By drop-down menu to sort the report on any data fields.
Click the AZ / ZA button to change the order of customers on the report.
The selected sort order is applied to the result when you print or export the Customer List.
Click Export to export the customer report to Excel or PDF file. Click Print to get a paper copy for your records.
Click Select All from the main Customer List Report page to select all customers or individual customers by selecting the checkbox on the card or list entry.
Click Delete to remove the customer.
Click Delete to confirm.
To restore deleted customers:
Click Undo Delete from the main Customer List Report page to restore one or more deleted customers.
Select a date to restore customers that were deleted beginning on that date.
A pop-up message confirms that customers have been restored.
The Customers List report allows you to merge any two customers with some information in common. By selecting the Merge option, you can overwrite one customer's information with the details from another.
A better way to do this is to use the Merge option from the Customers tab, which will look for duplicate customers and help you to merge their information. See How to Merge Customers to learn how to use this option.
You cannot merge two customers with a 0% Match.