The Customer Summary Report provides you with a list of all customers along with basic details such as contact details, address, and date of birth.
Running the Report
To run the Customer Summary Report...
- Log in to BizDiary as an admin or manager level user.
- Go to Reports > Run Report.
- Select Custs: Summary.
- Change the output options as needed.
- Click [Run].
- The report opens as a PDF which you can Save or Print.