Contact reporting
We've just added the ability to include contact information on custom customer and job reports.
Customer reports
If a customer has more than one contact the customer will appear as multiple rows (one row for each contact). Combined with a grouping by customer name, this gives a nice view of a customer's contacts.
To narrow down customer rows you can add the following filter:
Contact Primary is not blank
This will filter out any contact that is not marked as the primary contact.
Of course if there are multiple primary contacts then multiple customer rows will still appear.
Job reports
Job reports only return one row regardless of the number of customer contacts. The contact displayed is the first primary contact for the customer.
We hope you enjoy these new reporting enhancements!
