The run a report to get a full list of your customers report in Workshop Software helps you review and analyse your run a report to get a full list of your customers data in one place. Running this report gives you a clear snapshot that you can use for business decisions, record keeping, or end-of-period reviews. Follow the steps below to run this report from the Reports section.
You are able to generate a list of your customers in Workshop Software and can choose to show it in order by contact name, customer name, state or suburb. The report will show you the customer name and address, contact name, mobile number and email address. 1. Click on ‘Reports’ from the menu options on the left hand side and then click on ‘Business Reports’;
2. Click on the blue arrow icon to the far right of the Customer Reports bar to expand the menu;
3. Select how you would like to order the report – Contact Name, Name, State or Suburb – and then click on the ‘green printer’ icon to open the report in a new tab;
Good to Know
- Use the date filters to narrow the report to a specific period. This is useful for monthly or quarterly reviews.
- You can print or export the report results for your records or to share with your accountant.
- This feature is also available on the Workshop Software mobile app if you have mobile access enabled on your account.
Frequently Asked Questions
Can I filter the run a report to get a full list of your customers report by date range?
Yes. Use the date range fields at the top of the report to specify the period you want to review. This lets you narrow results to a specific week, month, or custom date range.
Can I export or print this report?
You can use your browser’s built-in print function to print the report or save it as a PDF. Open the report, press Ctrl+P (or Cmd+P on Mac), and choose your printer or select Save as PDF.
Will this change affect existing invoices for this customer?
Changes to customer details (such as name, address, or contact information) apply to future invoices. Existing completed invoices retain the details that were on the invoice at the time it was created.