Export Customer List

How to export customers to Excel and PDF.

Jesse Jensen
Written by Jesse JensenLast update 1 year ago

Go to Main

Go to Query

NOTE: Select in the Blue Box (Include in Report / File) what you want to include.

TIP: You can limit the customers by adding filters such as last visit, purchase, etc.

Click on the tab that says Query Finish

Then hit the Green button 🟩 that says Create Query (2)

Finally hit the Yellow button 🟨 (3) that says PDF or Excel.

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