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 |