The customers report provides a list of your connected customers, including their contact details and configured settings, helping you easily manage customer records and keep customer settings up to date.
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Visit Reports >Customers report>Export.
The data is exported as a CSV file, which can be imported into most spreadsheet apps, e.g. Microsoft Excel or Google Sheets.
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The report includes customer contact information, ordering activity, pricing configuration, fulfilment settings, payment terms, and customer tags, giving you a complete overview of your connected customer accounts
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Each time the Customers report is generated, a record of the export is saved in the report history as an audit log. This allows you to track when reports were created and access previously generated exports when needed.
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We'd love to hear what you think about the customers report. If you have any comments or suggestions, chat with us in the app.