Report on customers

Hi Zappy 

Thanks for your post. 

In general, I would recommend gathering this information in order to report on it. Add the most recent sale/purchase to the card list. For example, add the last sale/purchase to the card list.  It's just a matter of obtaining that information in an export/report. 

What would do is to ensure that you have the Card List Window as per your attachment. Once you have the information listed, right-click on one of the data points i.e. the Card ID of he first card listed. You should get the option to Copy list to Clipboard. If you select that one you can paste that information into Word Excel, Notpad. 

You can check on this Help Article: The card List. this includes things you can do with the Card List. Export the list to excel. 

Feel free to post again. I'm happy to assist. 

If my response has answered your inquiry please click "Accept as Solution" to assist other users find this information.

Cheers, 

Cel