Customers Report

  • Updated

The Customers Report is a great option to view and download a complete list of all customers that have booked through the system. 

This report can be downloaded into various file formats and can be used to upload to your preferred email marketing program to keep in contact with your customers.

Customers Report Access

To access this report:

  • Go to the Reports tab
  • Select Customers from the Report menu
  • Choose Type:
    • All Customers
    • Only customers that subscribed to newsletters/deals
  • Select view/download option:
    • View on screen
    • PDF view/download
    • CSV download only
    • Excel download only
    • HTML view/download
  • Based on selection, select View or Download to see the data
Customers Report - Screen view

Customers Report - Screen view

Customers Report - pdf view.png

Customers Report - PDF view

Customize the Report Columns:

You can customize the columns that you want to see in the report. Use the settings icon Settings_icon.png to select the preferred columns. Choose OK, then View to see the report. Columns available on this report are:

  • Full Name
  • First Name
  • Last Name
  • Email
  • Phone
  • Address
  • Last Order Made
  • Number of Orders
  • Newsletter/Deals Confirmation
Customer Report - select fields.png

Related Articles:

What type of Reports are included?

Customer List

 

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