How to Filter a Customer Report by Customer Since

To see clients who have been a customer of your business during a specific date range that you set, follow the steps below. 

Filtering a Report by Customer Since

1. Click Reports at the top of the screen once you log in. 

2. Click Customers on the left side under Customers. 

3. Click Advanced Filters. 

4. Click on the box under Customer Since. 

5. Select the date range on the calendar. You also can select a specific date option on the right side of the screen. 

6. Click Submit. 

7. Click Run Report.

8. You can see the customers who have been clients of your business during the date range you selected. 

9. Click Export to export the report to an Excel or PDF. Click Print to get a paper copy.