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View Companies & customers overview ​

When to use it ​

Use this guide when you need to view Companies & customers overview.

Before you start ​

  • Open Customers from the module menu. Your account must have access to this screen and permission for the action you want to complete.

What this changes ​

You can review customer status, QuickBooks links, order counts, and order values in the report.

Viewing, filtering or exporting information does not correct the underlying records. A downloaded file is a copy of the result at that time.

Steps ​

  1. Open Reports → Customers and find Companies & customers overview.
  2. Select View & Download and wait for the report to load.
  3. Check the dates and any filters shown inside the report. Adjust them to the period and records you need.
  4. Review customer status, QuickBooks links, order counts, and order values. Where the report provides an export option, choose it and check the downloaded file against the filters shown.

Screenshot placeholder: Customers: view companies & customers overview.

Screenshot to add: Customers: view companies & customers overview. Capture filename: images/view-companies-customers-overview.png.

Restrictions ​

Report access depends on your account and the report being available. Export formats and filters depend on the report itself. Do not treat an empty or failed report as proof that no activity occurred.

Troubleshooting ​

What you seeWhat to do
The report is empty or will not loadConfirm the title is Companies & customers overview, then check the intended customers and any filters actually shown in the report. Remove unintended selections where offered and reload. An empty or failed report is not proof that no activity occurred; give the administrator its title and error if loading still fails.
Figures do not match the recordsCompare the report with customer profiles and saved orders, using the same scope and units. Ask the record owner to investigate or correct the source through its action guide. Refresh the report afterward and check the same references again.
An outdated or incorrectly filtered export was sharedWhere export is available, check the current report scope, download a new copy and verify its dates, rows, columns and totals. Replace the earlier copy and tell recipients which version to use; a source correction does not update a saved file.