List of Customers Served to date

New Contributor III

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.


New Contributor III

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

Valued Contributor

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.