Filters and options in the Customer Contact List report
A complete reference to all filters and settings for customizing the customer list.
Jul 11, 2026
The Customer Contact List report provides several filters and display options to help you find and organize customer information. Below is a complete reference.
Report Filters
| Filter | Description | Values |
|---|---|---|
| Customer Name | Search for a specific customer by name (partial matches supported). | Free-text search. |
| Contact Type | Filter by customer classification. | Individual, Business, Corporate, or custom types defined in your system. |
| Region/Area | Filter by geographic location where the customer is based. | Select one or more regions. Leave blank to show all. |
| Business Type | Filter by customer industry or business classification. | Retail, Wholesale, Healthcare, Manufacturing, or custom types. |
| Customer Status | Filter by customer status. | Active, Inactive, Archived, or All. |
| Date Range Created | Show only customers created within a specific date range. | Dates (e.g., 2026-01-01 to 2026-06-30). |
Display & Sorting Options
| Option | Description |
|---|---|
| Sort By | Sort by Customer Name, Date Created, Region, or Balance. |
| Sort Order | Ascending or Descending. |
| Columns Shown | Toggle visibility of columns such as Email, Phone, Contact Person, Business Type, or Balance. |
Export & Print Options
| Option | Description |
|---|---|
| Export Format | Choose Excel (.xlsx), CSV (.csv), or PDF for download. |
| Include Labels | Add a header row with column labels (useful for mail-merge). |
| Print Template | Select a print layout (Detailed, Labels for Mailing, or Summary). |
Tips for effective filtering
- Use name search for quick lookup: if you need to verify a specific customer's contact information, search by name instead of scrolling through the full list.
- Filter by region for local campaigns: if you plan a regional marketing campaign, filter by Region to get a focused list for that area.
- Show only active customers: when exporting for sales outreach, use the status filter "Active" to exclude archived customers.
- Sort by date created: to identify your newest customers, sort by "Date Created" in descending order.
- Export as CSV for mail-merge: if you want to send personalized emails using a mail-merge tool, export as CSV and use that file with your email software.
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