The Customer List Report provides search and filter options to help you generate a list with the customer information you need. We will cover the Search Options options:
-
Name
-
Contact information:
-
Email
-
Address, city, state, zip code
-
Phone (cell, day, and night numbers)
-
-
Referred By
-
General Tag
And each of the Filter options (click a link to jump to the detail for that filter):
There are three text fields at the top of the Customers List report page. Use these to search for all or part of customer information.
Name: Enter all or part of a customer's name (first, middle, and last) in the field and click Run Report.
Contact Information:
Use the Mail/Address/Ref.By/Gen.Tag box to enter all or part of a customer's mailing address: Street number, Street name, City, State, and Zip Code, then click Run Report.
|
For example, you could run a report using just the number 3000 to find all customers with a house number of 3000. Be careful, though! Since the search uses all the fields listed, you could get customers with the number '3000' in their email address or as part of their zip code. |
You can also use the same field to look for the customer's email address, referring customer name, or any general tags you have applied to customers.
Cell / Day / Night Phone:
Use the Cell / Day / Night phone field to enter a customer's phone number and click Run Report.
Important
Search and Filter options combine to create "and" conditions. If you enter all or part of a customer's name and all or part of an address, the search looks for customers that meet BOTH conditions. So, if you have no customers with the first name of Sarah and a phone number that contains 4331, you will get no results in the report.
This date field looks at the Customer Since field on the customer's profile (the date the account was created.) You can select preset date ranges using the buttons or set a date range by clicking dates on the calendars to create FROM and TO ranges. Click Submit when you've set the options.
This date field looks at the Last Visit field on the customer's profile (the date of the customer's last appointment or class.) You can select preset date ranges using the buttons or set a date range by clicking dates on the calendars to create FROM and TO ranges. Click Submit when you've set the options.
This text field looks at customer notes. Enter all or part of a keyword from a note. Note that Customer Notes are not included in the generated lists or printed/exported reports.
Select one service or class from the list. The selection list includes service bundles, custom classes, and custom services.
A list of all service providers, with checkboxes for selections. Use Select All, Select None, or check individual service providers to include in the search.
A list of your memberships, with checkboxes for selections. Use Select All, Select None, or check individual memberships to include in the search.
Use this filter to determine which customers have a birthday in a given month. Select a month from the drop-down list.
Choices are Male, Female, and Non-Binary.
This filters for customers with or without an email address on file. Select from All (default), With Email, and Without Email.
Booking is a From/To field. Enter numbers for a range of how many bookings have been made by customers. Enter the same number in both fields to find customers who have made just that number of bookings.
Points Earned is a From/To field. Enter numbers for a range of points earned by customers or the same number in both fields to see those with a specific number of points.
Enter a range in the From/To fields for Amount Paid to find customers' total spent with your business. You can enter the same number in both fields to find a specific amount. Combined with the Last Visit field, you could run a report to find which customers have spent the most (or least) with you during a specified date range.
Enter a number range to see no-show or canceled appointments.
Find all customers of a specific age (enter the same age in both From/To fields) or within an age range.
Comments
9 comments
Is there a way to only do a specific year? I am only able to do the lifetime of each client as far as I can see.
But some clients are bigger spenders having only been to me a few times. I’d like to be able to track this as well
Britany:
You can use Advanced Filters for two date range fields: Customer Since, and Last Visit. In those options, you'll see the calendar selection options that let you specify a specific date range or options such as "This Year" and "Last Year." Without any other filtering options selected, you would get a list of customers who have had visits in the last year, for example. Or you can use a longer range of years, or specific years (January 1, 2000 - December 31, 2000).
That gives you their spending for their entire account. So someone how’s been with me for 3 years comes to the top, even if they only get haircuts. I want to track just money spent in this year.
Have you tried the Transaction List Report? You can select individual customers and the advanced filter options give you many options, including appointment date range and transaction type (like services, classes, products, and more.)
When you go to Reports, it's the first in the list under Sales.
I want to reward my top 10 clients of this year. I'm finding it pretty difficult to find the ten people who have spent the most amount of money in my salon this year. I can find the ten who have spend the most since I've been open, or I can manually calculate how much people have spent this year and order them. If anyone knows of an easier way, please tell me. TY
Hi Amanda... I've JUST been working with the Customers List filters, so your question comes at a good moment! You can combine search and filtering elements to get what you need so here's my suggestion:
Donna. This doesn’t work. It pulls the clients full history. I have a client who has been dead for a months that still comes up and I’m positive other clients have paid more than her this year.
I'm creating a ticket from the original request AND this one, then, because I'm not sure what's going on. Sorry!
Thank you!! It’s because you’re choosing people who you’ve seen this year, but it’s not removing the services done outside of this year. So it shows their entire lifetime of spending. Which skews the results.
Thank you for working on this 💕
Please sign in to leave a comment.