Here is a video for your reference:
In order to look at the customer report, you have to click on the reports tab on the left hand side of the screen.
Clicking on the customer report will guide you to a list of customer names. You can also see details on the number of calls made by customer, total sales & estimates, expenses and profit from them.
You can also export the report in an excel or PDF format by clicking on the tabs on the top right hand corner as shown below.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article