How to Filter a Customer Report By Contact Information

To run a customer report and search for clients by their contact information, follow these steps:

• Click Reports at the top of the screen.
• Select Customers on the left side of the screen.
• Enter the number. Then click Run Report.

Filtering a Report by Contact Information

1. Click Reports at the top of the screen. 

2. Select Customers on the left side of the screen. 

3. Under Cell/Day/Night phone, enter the contact information. 

4. Click Run Report. 

5. You'll be able to find the client with the contact info you entered previously. 

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