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Inactive vs Active Customer List

PowerworksAdmin
New Contributor

I need to build a report that gives me all customers with a column that lists if they are active or inactive. I do not see that particular option in building a report or current reports. 

1 ACCEPTED SOLUTION

Cortney_SPUD
ServiceTitan Certified Provider
ServiceTitan Certified Provider

It's not in an obvious spot 🙂

  1. Create a Report
  2. Report Type: All
  3. Template: Customer Ext
  4. Include ‘Customer Status’ in your column selections

Customer Status.png

View solution in original post

4 REPLIES 4

Cortney_SPUD
ServiceTitan Certified Provider
ServiceTitan Certified Provider

It's not in an obvious spot 🙂

  1. Create a Report
  2. Report Type: All
  3. Template: Customer Ext
  4. Include ‘Customer Status’ in your column selections

Customer Status.png

Is this looking at active or inactive service contracts, or the active or inactive status on the customer profile?

Modified question: Is this looking at active or inactive service contracts, or the active or deactive status on the customer profile?

Cortney_SPUD
ServiceTitan Certified Provider
ServiceTitan Certified Provider

It's looking at the status on the customer profile.