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Overview

  • In this article we’ll explain how to report on new Customers in the system.

How to run the New Customer Report

  1. Open the Main Menu and scroll down to REPORTS
  2. Click New Customer Report
  3. When the report opens, a report filter screen will popup
  4. Input the date range you would like to report on

The report will show details for all new customers in the reported date range including the Date Created.

Previous Jobs Report
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