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Thread: Report based on customer name or company name

  1. #1

    Report based on customer name or company name


    Looking to get a report or several reports based on a Company Name or First / Last name field. In this example, car wash customers.

    I'd like to get a list of orders from customers with the word "car" in their company name field, or last name field, who have placed more than 5 orders in a given time period.



  2. #2
    Well, part of that is easy - go to customers:

    Then in the Company Name field, enter "car". That doesn't sold your period issue but it is super easy to pull them back, then you can do an quick export from the resulting data sent.

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