Generating an Income by Customer Report

Generating an Income by Customer Report

An Income by Customer report allows you to monitor the total value of all income entered into Clarity365 and the associated customers. You can search for specific time periods to filter results.

User permissions required: Owner or Process Administrator

  1. Go to Main Navigation > Reports
  2. Choose the Income by Customer and click Generate Report
  3. Select a date range to filter
  4. Click Generate to view a summary of the data
  5. To export your report to an Excel file, click Export – an email will be sent to the Owner's primary email address with the exported data attached in an excel spreadsheet
  6. To print your report, click the Print button
« Back