How to Generate Customer Report ?

How to Generate Customer Report ?

Step 1: Access the Customer Report

  1. Navigate to the Report:
To access the Customer Report, follow the navigation path:

Administration > Management > Customer Report.



Step 2: Apply Filters

  1. Company - Select the relevant company from the dropdown list or filter options.
  2. Customer Type - Choose the appropriate customer type (e.g., AD, AMD, etc.).




  1. Customer (Optional):- If user wants to generate a report for all customers, leave this field blank.
  2. Customer Status: Select whether user want to generate the report for Active or Inactive customers. 
  3. Generate Report - Once the filters are applied, click the Generate Report button.


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