If you want to export the client list for eg Vision6, this is how to create it.
For clients that have done a water job or for whom you've completed a job,
Go into Vital
Click on Contacts
Click on Export
For all client sales - jobs and retail sales - select Lightspeed as source.
Go into Lightspeed
Click on Customers
Click on export
Filter in XLS on column J, which holds the YTD sales value.
