ServEaseDocumentation

Customers Summary report

Customer growth and activity.

New and returning customers in the period.

Open this report

Reports → find Customers Summary in the library → Open report.

Or use the direct path from the reports hub card.

Typical filters

Most reports support:

  • Date range — limit rows to a period
  • Location, team, or service — where applicable on this report
  • Export — download CSV for spreadsheets

Exact filters vary by report; use the filter panel on the report page.

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