To get a complete list of an employees' customers, follow the steps below.
- Click Reports at the top of the screen.
- Click Customers on the left side of the screen.
- Click Advanced Filters.
- Select the employee/s (the report will include clients of the person you select). You also can select all employees.
- Click Run Report.
- Export the report to an Excel sheet or PDF and/or print a physical copy.
Let's get started.
1. Click Reports at the top of the screen.
2. Click Customers on the left side of the screen.
3. Hover over Customers. Then click Customers List.
4. Click Advanced Filters.
5. Click on the drop-down to select the employee. Click Select ALL if you want to include the clients of all your employees.
6. Click Run Report.
7. You can see a complete list of the employees' customers as well as additional details about the client.
8. Click Export at the bottom of the screen to export the report to an Excel or PDF. Click Print to get a physical copy.