AliciaRoy
Level 8

Reports and accounting

Hi Toni, 

 

I'd be happy to lend a hand with exporting the customer's information. 

 

This can be done by running the Customer Contact List report. Here's how: 

 

  • Go to the Reports tab, select Customers & Receivables, and choose Customer Contact List
  • Click on Customize Report and check off all the ship to fields (ship to 1, ship to 2, ship to 3, etc.) under the Display tab. 
  • Under the Filters tab, go to Customers and select the customer you need to run the report for. 
  • Click OK. You should now see the contact information for the selected customer, which includes all of their shipping addresses. 
  • Navigate to the drop down arrow next to Excel, select Create New Worksheet, and click the Export button. 

 

Please let me know if this helps, or if you have any further questions for me. 

 

View solution in original post