Exporting a Customer List and Renters Report Into an .xlsx File
Customer List: The Customer List export contains three tabs. The Customers tab includes each customer's contact information and account settings. The Addresses tab lists all saved billing and delivery addresses for each customer. The Representatives tab contains contact information for representatives tied to company accounts.
Renters Report: The Renters Report gives a financial and activity overview of each customer. It shows rental history (first rental date and total orders placed), current account status, outstanding balances, how far past due an account is, and lifetime rental totals alongside credit limit and utilization.
Customer List:
1. Navigate to Customers > Manage Customers.
2. Click Export in the top right corner.
3. The .xlsx file will download automatically to your browser.
Renters Report:
1. Navigate to Reports > Renters.
2. Click Export in the top right corner.
3. The .xlsx file will download automatically to your browser.