Help CenterHow to Run the New Customer List Report
The New Customer List report allows you to quickly see which customers were added to Kennel Connection during a specific date range. This can be helpful for tracking business growth, reviewing how many new clients you are bringing in, following up with recently added customers, or identifying new customers who have not yet booked an appointment.
You can also filter the report by appointment status, making it easier to separate new customers who have already scheduled services from those who may still need follow up.
1. Go to: Reports > Lists > New Customer List
2. Choose How You Want to View the Report
Under View As, select one of the following:
- HTML
- Excel
3. Select the Registration Date Range
Under Registration Dates, enter:
- Beginning Date
- Ending Date
This determines when the customer records were created.
4. Choose the Appointment Status
Under Appointment Status, select the option that best fits what you are looking for:
- All clients regardless of appointment status
- Only clients with no appointment
- Clients with at least one appointment
- Only appointments between specific dates
5. Select How to Sort the Report
Use the Sort By dropdown to choose how you would like the results organized.
6. Run the Report
Click OK.
The report will generate using the filters you selected and will display the newly added customers for that date range.
