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Ream Drilling
October 12, 2023
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Customer List - Date Added

  • October 12, 2023
  • 1 reply
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Is there a way to see when a customer was added to my database? I've looked at reports and have even added a custom date range to look at customer reports, but it keeps showing all of my customers instead of those added during the date range that I requested. 

It seems that the database for customers would automatically log the date/time that the new customer was added. 

Best answer by jeanbiverly_

Welcome to the Community, @Ream Drilling!

 

Yes, viewing and filtering customers by their creation date is possible. I can assist you on how to do it.

 

Here's how:

 

  1. Go to Reports.
  2. On the Sales and Customers section, open the Customer Contact List report.
  3. Click the small Gear icon in the report's upper right corner.
  4. Under the Change columns menu, check the Create Date box.
  5. Click Customize.
  6. Under the Filter dropdown menu, check the Created Date box.
  7. Select the dropdown button near All Dates.
  8. Choose the time frame that you prefer.
  9. Hit Run report.

 

In order to better manage your reports in the future, I suggest taking a look at the following articles:

 

 

Please feel free to reach out if you have any concerns about your customer reports. I'm always here to help. Have a great day!

1 reply

J
jeanbiverly_Answer
October 12, 2023

Welcome to the Community, @Ream Drilling!

 

Yes, viewing and filtering customers by their creation date is possible. I can assist you on how to do it.

 

Here's how:

 

  1. Go to Reports.
  2. On the Sales and Customers section, open the Customer Contact List report.
  3. Click the small Gear icon in the report's upper right corner.
  4. Under the Change columns menu, check the Create Date box.
  5. Click Customize.
  6. Under the Filter dropdown menu, check the Created Date box.
  7. Select the dropdown button near All Dates.
  8. Choose the time frame that you prefer.
  9. Hit Run report.

 

In order to better manage your reports in the future, I suggest taking a look at the following articles:

 

 

Please feel free to reach out if you have any concerns about your customer reports. I'm always here to help. Have a great day!

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