Customers report
Keeping track of your customers is key for any business. Okappy’s simple CRM functionality enables quick access to your customer records. Our unique network means that are always up to date. But what if you want to download your list of customers or export them to another application such as Mailchimp. We have you covered, run the customer report to see all your customers, easily find a specific customer using the report filter or download your customers to a file for easy upload to other packages
To generate a customer report, follow the steps below.
Generate a customer report
To generate a customers report
- Click Reports in the menu bar
- Click Connections
- Select Customers
This will generate a report showing your customers. It includes
- the customer name,
- accounting reference,
- key contact,
- telephone number,
- mobile phone number,
- website,
- company address, and the
- date the customer was created.
You can filter customers by entering text into the search filter and download your customers to Microsoft Excel or Google Sheets. Click the email icon to email the customer list to a colleague.
Export your customers
You can export your report to Google Sheets or Microsoft Excel where you can further manipulate the data, create charts and graphs or even generate beautiful dashboards which show your key metrics as they change over time.
Share your report
You can share your report by email to colleagues or your customer by clicking the email icon ( 
) at the top of the report.
Further information
For further information about the reports you can generate from within Okappy, check the reports section of our support site. Alternatively, check out the questions and answers in our forum.