We can create reports from our customers, for example, customers who have not made any purchase, those who bought more, etc.

Step 1

Click on Customer Menu || Customers || New Report.

 

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Click image to make bigger

 


Step 2

Enter the (1) report name and (2) choose who will be able to have access to the report.

 

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Click image to make bigger

 


Step 3

On the image below we can see the different options to generate a report. This report you want to generate could be, how many clients are assigned to a vendor or a list of customers that are in the same State. Select the filter and the condition to apply to the report. Next, Place the filter with the q value we are going to look for.

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Click image to make bigger

 


Step 4

You can keep adding filter and conditions to the report after selecting them click on the “Add” button.

Addfilterforreport

 

 

 


Step 5