Using CSV Export (Customers’ Details List report) and Excel.

  1. Navigate to Reports > Customer > CR007-Customers’ Details List.
  2. Make sure to clear all the Date fields in the option.
  3. Tick all the required fields (like Email, Mobile).
  4. Preview the report to ensure it meets the requirements.
  5. Export your customer list as a .CSV file and open it in Excel.
  6. Sort the Email or Mobile columns to group customers with information in those fields together.
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