Customer Report Overview In Roustabout Software
To view the Customer Report:
1. Select the Main-Menu Drop-down
2. Expand Reports
3. Select the Customers Report
After Selecting the Customer Report, you will be directed to the Customer Report Page
From here you can Filter the Report by
4. Selecting the Date Picker and Filter By Date
or
Expand the Advanced Filters Bar and Select the Drop-Down items
Viewing the Report
You can view all ticket information on the Customer Report by expanding the Report
To expand the Report
Select the Company
Select the Lease
All tickets will now be displayed below the Lease after expanding
Exporting the Report
After Filtering the Report by Date:
You can Export the Report to CSV. To do this:
5. Select the Export To CSV Button:
You can Export to 2 Different CSV Reports
CSV - Company Only
CSV - Company + Lease
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All information provided is for software products produced by CantrellJackson.com