Sample Custom Reports

You can create custom reports that contain only customer data and no transaction data, other than the Transaction ID which is included in all reports. However, only customers that have made at least one payment in the selected date range will be included in the report.

Currently it is not possible to include customers with no payment activity in custom reports. If you want a report that contains all of your customers, regardless of payment activity, you can export your customer list as a .csv file. (See Exporting the Customer List in Chapter 6 for how to do this.)

It is also not possible to create a report with one data row for each customer, since each data row represents a payment. (You may coincidentally end up with a report like this, if each customer has made only one payment in the date range.) If you want to remove duplicates, export the file to Excel then sort by Customer ID and delete any duplicate rows.