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Exporting Customer Reports from the Admin Dashboard

Filter customer and job information from the Admin Dashboard and export the results as a CSV file.

Article Introduction

The Customer tab in the One Click Contractor Admin Dashboard includes filtering options that can be used to narrow down customer and job information before exporting a report.

Exporting a Customer Report
  • Open the Admin Dashboard.
  • Select Customer.
  • Open the Filter tool.
  • Apply the desired filters.
  • Export the filtered results.

Filter and download KSHB

The exported report is provided as a CSV file.

Available Filters

Reports can be filtered by:

  • Date Range
  • Assigned Rep
  • Job Type, if configured for your organization
  • Lead Source, if configured for your organization
  • Archived Jobs, including or excluding archived jobs