Most customer reports on TeamUp now sit under Reports >> Customers, but there are still a few that are yet to move to this section.

Let's take a look at these reports.

Types of reports

  • Customer data report. The customer export functionality allows you to download your customers' personal details (name, email, phone number, etc.), any data collected via a form and activity-related data, such as active memberships, their last payment date, etc.

To download this report, head to Customers >> Customer list >> Export filtered list - Export to CSV/Excel, or click here.

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An overview of reporting on TeamUp

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