Forum Message

Extracting Active Customer Details

I only want to extract customer details who are active not all customers is there a report for that


Posted by Beverly Wright on Oct 26, 2023 1:19 PM BST

Hi Beverly,

There isn't a report in the Reports list that will hide inactive
customers. However, by default the Customers list will hide inactive
customers. If you want to see more details about each customer,
right-click anywhere in the Customers table body and select Show Columns,
then select the fields you need to show. You can then export this list to
a spreadsheet by clicking menu File > Export To > Microsoft Excel
Spreadsheet.


Posted by Solar Accounts Customer Support on Oct 27, 2023 4:01 PM BST