Nexved CRM allows you to generate detailed customer-related reports to help you track and manage customer data efficiently.
1. Generate Customer Report from Reports Section:
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Navigate to the Reports section.
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Select the Customer report type.
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Choose the time period for which you want to generate the report.
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The system will generate a report containing data for all customers.
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You can then search for the specific client you need to view the report for.
Note:
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If you have invoices with different currencies, you’ll need to select the currency for the report.
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By default, the report will display in the base currency set in Setup → Finance → Currencies.
2. Customer Report from Customer Profile:
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To view a more detailed report for a specific customer, navigate to the Customer Profile.
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Click on the Invoices tab to view all invoices related to that customer.
This way, you can generate customer-specific reports both globally and within individual customer profiles to track all relevant data in Nexved CRM.