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Report on a specific customer
It is possible to pull a report on a customer with several different criteria, for example, contract value.
How to create a report on one customer
- Click on “Reports”
- Select contract area “Sales”
- Select “Customer” in the “Custom report” drop-down menu
- Select “Contains” in the next drop-down menu
- Enter the customer’s name in the text field
- Click on “Create report”
- Customize visible columns and export the report
