What is the Customer Summary Report?

The Customer Summary Report provides you with a list of all customers along with basic details such as contact details, address, and date of birth.

Running the Report

To run the Customer Summary Report...

1. Log in to BizDiary as an admin or manager level user.
2. Go to Reports > Run Report.
3. Select Custs: Summary.
4. Change the output options as needed.
5. Click [Run].
6. The report opens as a PDF which you can Save or Print.