The Customer List report lets you identify which customers have spent the most at your business. Use it to understand client activity, recognize your regulars, and find opportunities to win back less-frequent visitors. If you want to view spending over a set time period, like one month or one year, you can change the date range of the report.
Prerequisites: This feature is available for all Vagaro businesses.
To run the report:
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Select → → .
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In the top-right corner, select Filters
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Select → .
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Select whether to sort by Highest to Lowest or Lowest to Highest.
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Optionally, narrow your report for a specific date range or employee:
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Select Date Range, then choose a new range, like one month or one year, to only show spending for a set time period.
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Select Employee, then choose an employee to track how much customers spent with them.
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Select Run Report.
The report is sorted by spending.
To run the report:
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Select → .
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Set the date range for your report:
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In the top-right corner, select Date Range
to open the date picker.
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Use the date picker to choose a date range or a preset range like Yesterday or Last 7 Days.
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If you manually selected a date range, select Submit.
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Optionally, to see how much customers spent with a single employee:
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Use the Sort By list to select Amount Paid.
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Highest to Lowest
: See customers sorted from the highest to lowest spenders.
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Lowest to Highest
: See customers sorted from lowest to highest spenders.
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The report is sorted by spending.
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