I need to view and run a report for customers that have multiple certificates in Avalara CertCapture.
You can run a customer search in CertCapture by following the steps below:
- Go to Search
- Select Customer Search
- Select the Advance search on the top right-hand side.
- Select Certificate Criteria to open and select the specific criteria for your search.
- In the Certificate Criteria, you can select (as an example below):
- Has active certificate in the drop-down menu under Has Certificate?
- Enter Yes for Certificate Is Valid?
Once you've selected your criterias, you can click on Get Search Results button. This will provide you a list of all your customers with single or multiple certificates, and you will be able to export this report.
Please see the article below for more details:
Search for Certificates, Customers, and Jobs