The Customer List report creates an exportable list of customers across events. You can filter the results by sales manager, customer type, and event start dates.
Description
Use the Customer List report to create a list of customers associated with events. Choose which customer types to include and set an event start date range. You can also filter the list by sales manager.
Available Filters
Use the following filters to select the customers and events included in the export.
| Field Name | Available Values | Default |
|---|---|---|
| Sales Managers | Sales managers defined in your system | None |
| Customer Type(s) | All customer types in your system | All |
| Event Starting Start Date | Any date | Beginning of time |
| Event Ending Start Date | Any date | Today |
Filter Details
Sales Managers: Filters the list by sales manager. The available values are the sales managers defined in your system. None is selected by default.
Customer Type(s): Selects which customer types to include. All customer types are included by default.
Event Starting Start Date and Event Ending Start Date: Set the date range for event start dates. The default range begins at the beginning of time and ends today.
Sample Report
Open the Customer List Spreadsheet to see an example of the exported report.