Export customer information
- How can I export customer information to a spreadsheet?
- Use the Report option on the Customer Master.
- Go to File > Customer > Master, and then click the Report button. For details on using the Customer Report, see Generate customer reports.
- Filter the list of customers that will be included using the Selection Criteria, and then click OK.
- On the Field Selection popup that appears, choose which data you want to include in the report, and then click OK.
- On the Print Document popup that appears, click Save, and then choose the location to save it. The file will be saved as an XLS file.
