📝 Overview
As well as the reports in your main Reports menu, you can pull customer information directly from your Customer List. This includes a full export of your customer data, and quick views of your new and inactive customers.
This guide walks you through each of these options.
💡 You can also run customer reports directly in your account, without exporting to a spreadsheet. For more on the All Customers report, see the guide here.
📊 Exporting Your Customer Data
The customer export lets you download your customers' personal details (name, email, phone number, and so on), any data collected through a form, and activity data such as active memberships and last payment date.
To download it, go to Customers ➜ Customer List ➜ Export Filtered List ➜ Export to CSV/Excel, or open it directly here.
🔍 Viewing New and Inactive Customers
You can also filter your Customer List to see who is new, or who has become inactive.
New customers
To see your new customers, go to Customers ➜ Customer List and select Show Only - New, or open the filtered list directly here.
💡 To learn how the "New" status is defined, see Setting your New Customer criteria here.
Inactive customers
To see your inactive customers, go to Customers ➜ Customer List and set Status - Inactive customers, or open the filtered list directly here.
💡 To learn how the "Inactive" status is defined, and how to set it manually or by criteria, see Setting your Inactive Customer criteria here.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
Can I export only some of my customers?
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Click the arrow to see the answer
Yes. The export uses whatever filters are applied to your Customer List, so filter the list first, by status, membership, and so on, then use Export Filtered List to download only those customers.
Do I have to export to a spreadsheet to see this information?
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Click the arrow to see the answer
No. You can run the All Customers report in your account to view the same customer information without exporting it.
For more on that report, see the guide here.