Customer List Report

The Customer List Report lets you look up customers by entering names or references in bulk. It supports flexible matching, so you can find customers even when you do not have exact details.

When to Use This Report

• Look up multiple customers at once by name or reference
• Find customers when you only have partial information
• Match customer names from an external list against your billing records
• Export matched customer details for further processing

Filters

For general guidance on running reports and using filters, see Using Reports.

Customer List

• Customers — enter customer names or references in the text area, one per line
• Matching Strictness — choose how closely the entered text must match:
  • Contains — matches if the customer name or reference contains the text anywhere
  • Exact — only matches if the text matches exactly
  • High — fuzzy match with high similarity required
  • Low — fuzzy match with lower similarity required, returns more results
• Lookup Fields — choose which fields to search against:
  • Name, Company Name, Account Number, Customer Reference, Internal Account Number, AKA, Internal Use, CRM Reference

Customer Details

Filter by customer status, dealer code, and other customer properties. See Using Reports for details.

Output Types

• On Screen — standard tabular view showing matched customers
• CSV Output — full data export for spreadsheet analysis
• Print — print-friendly layout

Tips

• Start with Contains matching for the broadest results, then tighten to High or Exact if you get too many matches.
• Use Low fuzzy matching when dealing with customer names that may be spelled slightly differently in your source data.
• Select specific Lookup Fields to avoid false matches. For example, search only by Account Number when you have account references from an external system.