How to Filter a Customer Report by Services, Classes

A Customer List Report allows you to run a variety of reports on your clients. You can use search filters to find specific details regarding a customer as well.

To see clients who have booked specific services with your business, follow these steps:

• Click Reports at the top of the screen. 
• Select Customers on the left side of the screen.
• Click Advanced Filters.
• Click on the drop-down termed Services/Classes to select the service or class.
• Click Run Report to see clients who booked that specific item. 
• Export the report to an Excel sheet or PDF and/or print a physical copy. 

1. Click Reports. 

2. Click Customers. 

3. Click Advanced Filters. 

4. Click on the drop-down termed Services/Classes. Then select the service. 

5. Click Run Report. 

6. You can see all the clients who booked the service/class you selected. 

7. Click Export to export the report to an Excel or PDF. Click Print to get a physical copy.