Customer Reports

Customer Credit Balance

This report will show you all customers in your account that currently have a credit on their record. This is a good way to get a snapshot without having to click through or track each customer manually.

Open Balances

This report allows you to specify a date range, then pull a grid of all customers who have a balance due on an invoice.

Tickets by Customer

In this report you can specify a date range, and then see how many total tickets the Customer has opened. This includes resolved tickets.

Customer Map

This report will open up a map with a pin representing the location of each of your customers based on their address.

Please note that if you import a large number of customers it may take a while for the map to populate, due to limitations in the API.

Customer Opt Outs

In this report you can specify a date range, and pull a grid of all your customers who are opted out of receiving emails. This is a good place to look if a customer reports they're not receiving emails from you. If you write a customer and their email bounces, the software will automatically opt them out. You can edit this by editing their record and unchecking all opt out boxes.

Referral Report

This report will break down each customer's referral source, and tally up for the total of that source, along with some financial summaries from that referral source.

Pending Ticket Charges

This report will allow you to specify a date range and show you each ticket that has charges on it from that Add/View Charges button on the ticket that have not yet been invoiced.

List Misc Credits Report

Customer Dump to CSV / Customer Dump to CSV (freshbooks)

Both of these reports will automatically start downloading a raw CSV of all your customer data. You have the option to get the CSV for Freshbooks as needed.

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