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Customer Dump to Excel Report

Use the Customer Dump To Excel option to generate an MS Excel spreadsheet of all of the customers created after a specific date (Administration > Reports > Marketing > Leads > Customer Dump To Excel). The MS Excel spreadsheet includes all of the basic customer information: name, address, contact information, account balance, and sales information.

 

Security Permissions Required

Category
 
Function
 
Admin-Reports
 
Can Access Reports Tree Branch
 
Can Access Reports - Marketing