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Custom Report Desktop

 

To get a custom list of customers, you can:

  • Go to last year's program, Desktop
  • Go to the Open Returns - Return List
  • Click Column Options
  • Add Created and whatever columns you may want
  • Then click Export at the bottom right.
  • This should export a CSV so you can do what you want with the list.

 

This is the best way to get the customer list out of the desktop system.

 

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Solution Articles:

Using Return List for Customized Reports

 

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