DaySmart

The Customer Birthdays report gives you an at-a-glance view of your customers' upcoming birthdays.

This guide explains how to open and download the report. You can also set up automated birthday notifications to email your customers on their birthday.

💡 To send your customers an automated birthday email, see the Automated Birthday Notifications guide <a href="https://support.goteamup.com/en/articles/9327434-automated-birthday-notifications">here</a>.

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📊 Viewing the Customer Birthdays Report

You can open the report from your Reports menu. Go to Reports ➜ Customers ➜ Customer Details ➜ All Customers ➜ Upcoming Birthdays, or open it directly <a href="https://goteamup.com/providers/reporting/customers/birthdays/" rel="nofollow noopener noreferrer" target="_blank">here</a>.

To download the report, click the Download button in the top right corner.

This guide explains how to open and download the Customer Birthdays report, which gives you an at-a-glance view of your customers' upcoming birthdays.

Reports - Customer Birthdays

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Reports - Customer Birthdays

📝 Overview

📊 Viewing the Customer Birthdays Report