You can export a PDF or Excel report with the current members in your clubs by following these instructions.
WashConnect has the ability to search and export a list of customers from the system. This list can be narrowed down by using the search criteria located in the Search Records section at the top of the Manage Customers tab. You can then export the customer list to a PDF document or a Microsoft Excel spreadsheet.
Tip: Send a mailing to your customers using WashConnect to export your customer’s name and addresses to a Microsoft Excel Spreadsheet, and then you can proceed according to Microsoft's instructions to perform a mail merge.
To export a list of customers, follow these steps:
- Open WashConnect, and then on the Customers menu, select Manage Customers.
- Search for a customer, a club, or Customer Group. See Search for a Customer for more detailed Search instructions.
- When the search results appear in the Customer List, select the Export button.
- Select either PDF or Excel.
The File Download dialog box appears.
- Click one of the following buttons: Open, Save, or Cancel.
- Click Open to view the list.
- Click Save to save the file.
- Click Cancel to close the File Download dialog box without saving.