List of Customers Served to date

[mleahy]

Does anyone know if there is a report that I can run to get a list of all the customers we have served year to date? So far all I have been able to find is customer list, which turns back a list of every customer in our system and not the customers that we have provided a service for this year.

[jpovey]

I build a report off the customers template on reports.  Filter a completed date range and filter to converted jobs only

[dwhite45]

You could go to the search screen and do that by date? Choose "Invoice", then set your dates, then export to Excel so you can sort how you would like. I do a lot of things there.