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Report on all customers
It is possible to pull a report on all customers with several different criteria, these can for example be at contract value.
How to create a report on all customers with active contracts
- Click on “Reports”
- Select contract area “Sales”
- Select “Status” in the “Custom report” drop-down menu
- Select “Equal to” in the next drop-down menu
- Select “Accepted” in the next drop-down menu
- Click on “Create report”
- Customize visible columns and export the report
