Search for Customers Added During Certain Dates (How-To)

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You can generate a report of customers added within a range of dates.

 

Search for Customers Added During Certain Dates

  1. Go to Reports within the Reports and More Icon on the left side of the application window.
    Screen_Shot_2018-10-24_at_3.31.06_PM.png

     

  2. Locate Owner Reports at the bottom of the page.

  3. Select New Customers.
  4. Enter a date range.

  5. Selece Generate Report.
    Screen_Shot_2018-10-24_at_3.32.14_PM.png

We now have a list of customers that were added within that range. 

 

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