Once you’ve created a list of customers with status changes you can print or save the list to your computer.
- In the Data Entry main window click View and then select Status Changes to open the View Status Changes window.
- Use the filters to create your list.
- Once your list is created, click the Print Report button.
- This will create a report based on the status changes you selected. You can now print, email, open the report in Word or Excel, or save it as a HTML or CSV file.
- Click Close to exit the Report Display, and then Close again to exit the View Status Changes window.