Customer Issues Report

Explaining how to export the Customer Issue Report and detailing its layout

The Customer Report presents all the information input into Bizimply by managers/key positions regarding customer issues, in a clear and readable manner.

To pull a Customer Report follow these steps:

  • Login to Bizimply online.
  • Click the "Reports" icon in the tool bar
  • Select Issue Reports > Customers.
  • Choose Date Range & Locations
  • Select the "+ Export" button to Export the report.
  • A preview of the report will appear below the table as shown. Scroll down to the bottom
  • Select the button shown to export the report as a PDF

What information will I receive with this export?

This file can only be exported as a PDF file.

In this report, the following information appears:

  • Locations
  • Customer Name
  • Date of Issues
  • Who logged the Issue
  • Issue Description
  • Action Taken
  • Follow ups
  • Status

Sample Customer Report in PDF Format: