# Custom Report **URL:** \ **Category:** Uncategorized\ **Created:** [July 22, 2021, 11:03pm UTC](https://forum.manager.io/t/custom-report/36218 "2021-07-22T23:03:05Z")\ **Posts on this page:** 11\ **Page:** 1
**Author:** ![InfoHunter](https://avatars.discourse-cdn.com/v4/letter/i/b38774/32.png) [@InfoHunter](https://forum.manager.io/u/InfoHunter)\ **Post date:** [July 22, 2021, 11:03pm UTC](https://forum.manager.io/t/custom-report/36218/1 "2021-07-22T23:03:05Z")
I am trying to create a custom report to simply show my customer list for CRM use. I have potential customers entered into the DB who have not had any transactions yet and I can’t get them to show in my report. I have tried reporting on “customer” and “contact” to no avail. ---
**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\ **Post date:** [July 22, 2021, 11:35pm UTC](https://forum.manager.io/t/custom-report/36218/2 "2021-07-22T23:35:46Z")
Custom reports depend on transactions. Manager is not an effective CRM tool, nor does it claim to be. ---
**Author:** ![InfoHunter](https://avatars.discourse-cdn.com/v4/letter/i/b38774/32.png) [@InfoHunter](https://forum.manager.io/u/InfoHunter)\ **Post date:** [July 22, 2021, 11:50pm UTC](https://forum.manager.io/t/custom-report/36218/3 "2021-07-22T23:50:20Z")
Understood. Thanks… ---
**Author:** ![eko](https://avatars.discourse-cdn.com/v4/letter/e/a8b319/32.png) [@eko](https://forum.manager.io/u/eko)\ **Post date:** [July 23, 2021, 6:47am UTC](https://forum.manager.io/t/custom-report/36218/4 "2021-07-23T06:47:15Z")
The only way to extract the customer info is to copy the information using batch update into a spreadsheet, delete unnecessary columns and import that in your CRM package. Vice versa export new data from your CRM package into a spreadsheet but in this case you need to format the information as required by batch create (NOT batch update). You can then add that using batch create. ---
**Author:** ![InfoHunter](https://avatars.discourse-cdn.com/v4/letter/i/b38774/32.png) [@InfoHunter](https://forum.manager.io/u/InfoHunter)\ **Post date:** [July 23, 2021, 1:25pm UTC](https://forum.manager.io/t/custom-report/36218/5 "2021-07-23T13:25:23Z")
Thanks eko! This is sufficient for my needs. I created a custom field called “Notes” for my customers and needed a way to see ALL my customers (with or without transactions) to filter for a specific note. The spreadsheet option works just fine for the need. It would still be nice to have this basic function within Manager considering it is a DB (I’ve used MSAccess) at its heart and access to its various data tables would greatly increase its flexibility and uses. Thanks again! You solved my problem… ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [July 23, 2021, 1:34pm UTC](https://forum.manager.io/t/custom-report/36218/6 "2021-07-23T13:34:57Z")
If you select “Show Custom field as a column” when defining the Custom Field ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/d/9/d9725072e737553d6c581bcc1f524dba898f8829.png) The custom field will appear as a column in the Customer Tab ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/b/a/babe70b228cbfc3b78c76ae6b76eeefcd6aa738a.png) and will even be searchable, so that you might avoid having to export the data after all ---
**Author:** ![eko](https://avatars.discourse-cdn.com/v4/letter/e/a8b319/32.png) [@eko](https://forum.manager.io/u/eko)\ **Post date:** [July 23, 2021, 2:50pm UTC](https://forum.manager.io/t/custom-report/36218/7 "2021-07-23T14:50:54Z")
> [@InfoHunter](#): > > I am trying to create a custom report to simply show my customer list for CRM use Glad it works. I just tried to help with the above need as Manager can not really be regarded as a CRM it lacks too many features and barely suffices for accounting purposes (e.g. no grouping of customers, no prospecting, no batch emails, etc). ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [July 23, 2021, 2:57pm UTC](https://forum.manager.io/t/custom-report/36218/8 "2021-07-23T14:57:00Z")
It advertises itself as a comprehensive free accounting package Full Stop. ---
**Author:** ![eko](https://avatars.discourse-cdn.com/v4/letter/e/a8b319/32.png) [@eko](https://forum.manager.io/u/eko)\ **Post date:** [July 23, 2021, 3:06pm UTC](https://forum.manager.io/t/custom-report/36218/9 "2021-07-23T15:06:50Z")
Indeed, I have no qualms with it, just tried to help how you can use both your CRM app and Manager by exchanging contacts. ---
**Author:** ![InfoHunter](https://avatars.discourse-cdn.com/v4/letter/i/b38774/32.png) [@InfoHunter](https://forum.manager.io/u/InfoHunter)\ **Post date:** [July 23, 2021, 3:25pm UTC](https://forum.manager.io/t/custom-report/36218/10 "2021-07-23T15:25:27Z")
Yes, this is even more convenient. I hadn’t even thought of selecting the show as a column feature! Duh! I had the custom field for inputting the info and didn’t even consider showing it. This and batch update will definitely have their uses. Thanks! Also, I understand this is not intended to be a CRM. It is great for my layman’s bookkeeping needs, but flexibility is always desirable for those of us willing to learn and tinker with program/app features. ---
**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\ **Post date:** [January 18, 2023, 2:45pm UTC](https://forum.manager.io/t/custom-report/36218/11 "2023-01-18T14:45:14Z")