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  2. Reporting
  3. Issue Reports And Account Activity

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: