Exporting Companies' Email Addresses in CustomBooks™

Exporting Companies' Email Addresses in CustomBooks™

Need to export your customers' and vendors' email addresses? CustomBooks™ makes it easy with the Universal Report feature. Follow the steps below to generate and export a report containing your customers' email addresses and other relevant information.

  1. Access the Universal Report. Go to Reports > Universal Report.
  2. Select Report Type. In the first drop-down, choose Catalog. In the second drop-down, select Addresses/Contacts.



  3. Go to the Groups Tab and click Add, and select Company to group the report by company.



  4. Customize the Report Fields. Go to the Indicators Tab, unmark or uncheck all fields except the ones you want, such as: Address/Contact ID, First Name, Last Name, Email. Optionally, include additional fields like Phone, Cell, Terms, etc.

    To easily mark or unmark all fields, go to the     More Actions drop-down and use the Set Marks or Remove Marks buttons.



  5. Run the Report. Click the Run Report button to generate the report.
  6. Export the Report. Click the Export button and choose your preferred file format: *. PDF, *.XLSX, *.XLS, *.ODS, *.DOCX, and *.TXT



    Use the     Print or Email buttons in the yellow command bar to directly print or send the report via email.

Customizing the Report
The Universal Report is highly customizable:
  1. Add or remove fields as needed.
  2. Select different grouping options.
  3. Rearrange the order of fields for better organization.

Exporting your customers' email addresses has never been easier, with flexibility to tailor the report to your business needs!



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