Customer List Report

Use the Chart of Accounts report to see your customers in a compact form.

When you click the Update button you'll see all of your customer accounts, with address and contact info.

To group your customers, follow these steps:

1. Click the More Details checkbox.
2. Click in the Breakdown popup field, and enter Credit Rating, Job Type, Sales Rep, Sales Tax Rate, Source or one of the other choices.
3. Click the Update button to fill in new values.

To change the data that shows in the table, use the Custom Layouts command.

For more about using reports, click here.

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