How to create a Customer List using the Universal Report

How to create a Customer List using the Universal Report

Resolution is :
      1. Go to Reports → Universal Report.
      2. Select Catalog and Address/Contact.
      3. Click Show Settings, Grouping by "Owner"
      4. Click Run Report.




This will show all address/contacts from all customer cards grouped by company name.



Additional Filters may be added: Show Settings/Filter
eg: Filter by Contact id (primary, dropship and etc.)

Additional Fields may be added (or removed): Show Settings / Indicators

Formatting may be configured:  Show Settings / Conditional Formatting




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