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New Customers Report

Overview

The New Customers report provides a list of all new customers.

You can filter the report based on the date the customer was created.

Where is this report?

  1. Find your Report Center tab and click into it
  2. The New Customers report can be found under the Customers & Receivables heading

Available columns

  • Customer name
  • Creation date
  • Contact
  • Email
  • Phone
  • Customer number
  • Date of the first invoice
  • Invoice amount of their first invoice
  • Current balance
  • Current status

What your report might look like