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.
New customers. See who's new by heading to Customers >> Customer list >> click 'Show Only - New' , or click here. For further details on how the "New customer" status works, please see Setting your new customer criteria.
Inactive customers. The inactive customer settings allow you to define when a customer should become inactive - you can choose to set this status manually, or define a criteria. To view a list of your inactive customers, head to Customers >> Customer list >> Status - Inactive customers , or click here.
💡You can now run Customer reports straight from TeamUp, without having to export the Customer List to an external spreadsheet. For more information about the Customers report, please see this guide.