• "How do I generate a list of customers with contact and vessel details?"

Resolution Steps

  1. Go to Reports from the main menu.
  2. Select Contact and Vessels.
  3. Click on Customer.
  4. Enter the start date and end date for the report range.
  5. Apply filters as needed:
    • Exclude walk-in customer data
    • Only show new customer data within the date range
    • Show inactive contacts
    • Show deleted contacts
    • Include inches in vessel dimensions as a decimal
    • Select specific tags you want to filter by
  6. Click Run Report.
  7. The report will display:
    • Customer first and last name
    • Company name (if tied to a company)
    • Tags associated with the customer account
    • Account creation date
    • Email and phone number
    • Vessel details

Verification: The report will populate all customers added as contacts into Molo.