Customer and Location Reports

These reports provide customer and location maintenance details and can be exported to Excel and PDF.

Active List	Terminated List
Anniversaries
Budgets
Contacts

Active List

Customers > Active List

Active List displays details for all active locations, including address, contact info, building code, and square footage.

Anniversaries

Customers > Anniversaries

Anniversaries show which active locations have Start Date anniversaries during the selected month.

Budgets

Customers > Budgets

Budgets shows the budgeted monthly hours, weekly hours, weekly labor cost, and % supply usage goal for all active locations.

Contacts

Customers > Active List

Contacts shows primary contact information for all active or inactive locations.

Terminated List

Customers > Active List

Terminated List displays details for all inactive locations, including address, contact info, and building code.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.