Inactive Customer Report prints a listing of all customers that have not been active for a specified time

Customer Analysis Reports

Prompt Pay Discount allows you to give customers a discount for paying their bills on time. You can set a percentage to be added to the payment to reduce the amount of the invoice being paid.

Customer Call Log by Group prints all the call logs entered for the time you chose. The report can be grouped by Customer Name, Call Log Type, or Operator Name.

This article will discuss the Customers by Type report. This report lists customers based off what is in the type field in their customer record.

Expired Contractor Licenses prints all the customers whose license has expired by the date you choose.

How Customers Heard will show the total customers, income year, and income life generated from those customers as well as the number of contracts

This report lists all customers whose tax number on file has expired.

Expired Insurance Report prints all the customers whose insurance has expired by the date you choose.

This report will show you customers who are and are not entered into the customer rewards program