š Overview
The All Customers report lists your customers along with the information held on their customer profile, including personal details such as name, email, and phone number, any data collected through a form, and activity data such as active memberships and last payment date.
This guide walks you through the report, the filters and grouping options available, the pre-filtered views, and how to download your data.
š” This report contains the same data as the Customer List export. The difference is that this report lets you filter the raw data in your account, whereas the export sends it straight to a spreadsheet.
For more on the export, see Other Customer Reports here.
š Using the All Customers Report
To open the report, go to Reports ā Customers ā Customer Details ā All Customers.
Click the arrow to learn more about using this report
Click the arrow to learn more about using this report
Filters
You can combine the following filters to narrow down your list.
Any Customer | Search a customer's name |
Account claimed | Filter by claimed or unclaimed customer accounts |
Any Status | Filter by customer status: New, Active, Inactive, or Slipping Away |
Any Sign-Up Date | Select a date or a date range |
Any Date of Birth | Select a date or a date range |
Any Membership | Select one or more membership names |
Has Account Credit | Filter by customers with or without credit on their accounts |
Grouping your data
Several group by options let you group the data using one or more dimensions. In the example below, the list is grouped by claimed and unclaimed accounts.
In this example, the data is grouped by gender instead.
Configuring your columns
You can also choose which columns are displayed on screen, so the report shows only the information you need.
Pre-filtered reports
There are a couple of pre-filtered versions of this report you can open directly, without setting up the filters yourself.
Upcoming Birthdays. Shows a list of customers and their date of birth related fields.
āAccount credits. Shows your customer list grouped by whether they have account credit or not.
š” For more on the birthdays view, see Reports - Customer Birthdays here.
Downloading the report
You can extract email addresses and other customer fields based on your search results by clicking the Download button.
š” To learn more about the fields you can include, see Introduction to Customer Fields here.
ā Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
What does a "claimed" account mean?
Click the arrow to see the answer
Click the arrow to see the answer
An account is claimed once the customer has accepted the invitation to manage their own account, meaning they have clicked the link in their invitation email and set up a password.
If an account is still unclaimed, you can send the invitation again. For the steps, see How to resend an invitation to a customer here.
Can I see how much account credit a customer has?
Click the arrow to see the answer
Click the arrow to see the answer
Not in this report. The account credit field here only tells you whether a customer has credit or not, rather than the amount or the history behind it.
For more on how credit is added to a profile, see Add an account credit to a customer profile here.
What is the difference between this report and the Customer List export?
Click the arrow to see the answer
Click the arrow to see the answer
Both contain the same customer data. This report lets you filter and group it on screen, whereas the export sends the data straight to a spreadsheet for you to work with outside your account.
For more on the export, see Other Customer Reports here.
Where can I see all the other reports available?
Click the arrow to see the answer
Click the arrow to see the answer
For a full list of every report, organised by category, see An Overview of Reporting here.