To get a list of clients who live in a specific city, state, area or location, follow these steps.
- Click Reports at the top of the screen.
- Select Customers on the left side of the screen.
- Enter the location.
- Click Run Report to see all clients who live in that city, state or area.
Filtering a Client Report by Location
1. Click Reports at the top of the screen.
2. Select Customers on the left sidebar under Customers.
3. Under Mail/Address/Ref.By/Gen Tag, enter the location.
4. Click Run Report when you're ready.
5. You can find all the clients who live in the area you entered.
6. Click Export to export the report to an Excel or PDF. Click Print to get a paper copy.