Customers site address report
Keeping track of all your customer’s site addresses can be difficult. But with Okappy’s intelligent learning, site addresses are automatically stored when jobs are added. Site addresses can also be added manually for each customer or uploaded in bulk.
To generate a list of site addresses for a customer, follow the steps below.
Generate a customer site address report
To generate a customer site address report
- Click Reports in the menu bar
- Click Connections
- Select Addresses in the customer group
- Choose your customer from the dropdown, and
- click the Generate report button
This will generate a report showing your customer’s site addresses.
The report includes a contact name for the site and the site address.
You can filter site addresses by entering text into the search filter and download your customers to Microsoft Excel or Google Sheets. Click the email icon to email the customer list to a colleague.
To delete a site, click the delete icon towards the right of the screen. You can also view the address in Google Maps by clicking the magnifying glass icon.
Export your customer site addresses report
You can export your report to Google Sheets or Microsoft Excel where you can further manipulate the data, create charts and graphs or even generate beautiful dashboards which show your key metrics as they change over time.
Share your report
You can share your report by email to colleagues or your customer by clicking the email icon ( 
) at the top of the report.
Further information
For further information about the reports you can generate from within Okappy, check the reports section of our support site. Alternatively, check out the questions and answers in our forum.