Running the Customer Contact List report

The Customer Contact List report gives you a comprehensive view of all your customers and their contact details. This is useful for mailing campaigns, sales follow-ups, and maintaining accurate customer records.

Before you start

• You need access to the Reports module.
• At least one customer must be created in your system (see Contacts if you need to add customers first).
• You can filter the list by region, business type, or contact status for a focused report.

Steps

1. Go to Reports in the main menu. Open in Usystems

2. Look for Customer Contact List Report under the Purchase & Vendor Reports section.

3. Click on Customer Contact List Report to open the report builder.

4. (Optional) Set a Date Range if you want to show only customers created or modified within a specific period. Leave blank to include all customers.

5. (Optional) Filter by Contact Type (e.g., Business, Individual, Corporate) if your system distinguishes between them.

6. (Optional) Filter by Region or Area if you want to focus on a specific geographic area.

7. Click the Run Report or Generate button to execute the report.

8. The report will display a table with customer names, phone numbers, email addresses, cities, and other contact fields. Review the results on screen.

Accounting impact

This is a contact list, not a financial report. It does not affect your accounting records. However, accurate customer contact information supports better billing and payment collection.

Tips & common mistakes

• Export for mailing campaigns: if you plan to send a bulk email or SMS to customers, export this list and use a mail-merge tool to personalize messages.
• Verify email addresses: before sending automated communications, spot-check a few customer email addresses to ensure they are correct.
• Update customer records: if you notice outdated phone numbers or addresses in this report, update them in Contacts → Customers so future reports are accurate.
• Check contact status: some customers may be inactive or archived; use the filter to show only active customers if needed.