Customer Reports Overview

Customer Reports Overview

Customer Reports Overview

Quick Answer: Go to Reports, select the report type, set your date range and filters, and click 'Preview'.
Customer Reports contain information from the Customer screens for Guests, Companies and  Agents. 





Running Reports


1. Before you create a customer report, select Guests, Companies or Agents. Then, you can filter the customers to be included in the report. You can filter on:

 

Stay Date Range > Only includes customers who stayed within the selected date

Location > Select all customers from a specific state

Postcode > Select all customers from a specific postcode

VIP Status > Select all customers with a particular VIP status

With Email Address > Select all customer with an email address

Without Email Address > Select all customers without an email address

Exclude Do not Email > Exclude all customers whose profiles show 'Do not Email' as ticked (those who opted not to receive any email)

Spent Amount > Only includes customers that spent between the amounts entered

Profile Fields > If you have created customer profile fields, you can select up to 4


If you enter multiple selections, a guest must match all criteria to be selected.


2. After you have made a selection, click the Customer Report you want to view. To remove your    filtering criteria, just click 'Clear Filters'.

3. View or download the report as required.


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