Member
Posts: 214
Registered: ‎04-03-2017
Kudos: 163

Question Regarding Customers

So, I'm curious, because I was trying to compile a report for a potential new investor, and I realized I couldn't figure out how to obtain the data, but it would be REALLY nice if there was a way to display registration date in the master customer list, so you can tell how many new customers you got during a particular month.

Honestly, Ideally, a nice simple monthly report would be nice.  How many new customers, lost customers, new services, terminated services, invoiced sales, collected sales.  Just a few simple stats.

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Ubiquiti Employee
Posts: 4,155
Registered: ‎12-10-2015
Kudos: 1471
Solutions: 315

Re: Question Regarding Customers

Hi,
ideally, this could be handled by a plugin, please create a request at https://community.ubnt.com/t5/UCRM-Plugins/bd-p/UCRMPlugins
As you can see in that forum section, another reporting plugin is currently under development by the community.