How to Filter a Customer Report by Bookings

To run a report to see clients who have a specific number of bookings 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.
• Enter the number of bookings in the From and To boxes under Booking to see customers whose total bookings are within this range.
• 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. 

2. Click Customers. 

3. Click Advanced Filters. 

4. Enter the number of bookings in the From and To boxes under Booking to see customers whose total bookings are within this range. For example, if you enter 10 in the From box and 100 in the To box, the report will include all clients whose totals are within this range.

You also can run a report to see clients who have a specific number of bookings. For example, if you wanted to see all customers who had 10 bookings with your business, enter 10 in the From and To boxes. 

5. Click Run Report. 

6. You can see all the clients whose total bookings are within the range you entered. 

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