How to view a list of non-returning customers
SUMMARY
This article demonstrates how to run a report of customers who have not returned to you for tax preparation services during the current tax year.
MORE INFORMATION
To view a list of non-returning customers, follow these steps:
- On the Utilities menu, click System Utilities.
- Click System Export and then click Run Utility.
- In the Export Program box, click List of Non-Returning Clients.
- Click the button to the right of the Output File Name to open the Select a File to Save Output window.
- Browse to the location you want to save the list, and type a file name for the file, then click the Open button.
- Click Run.
The program saves the list of customers to the folder file you specified. You can open the file in Microsoft Excel or any program capable of opening .csv files.
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