The Customer Details report surfaces comprehensive information on all customers (including migrated customers) based on Coordinated Universal Time (UTC).
This report is useful for:
Viewing all customers with an account.
Filtering for customers with specific tags (i.e., User With Credit Card Issue).
Viewing the number of credits customers have remaining to send targeted marketing emails.
Viewing all the memberships customers have purchased.
Viewing the join date of new customers within the selected date range.
If running a new client special, this report will show how many customers joined over time.
Viewing your customers (by selecting a date range from when your business began collecting customer information).
This report does not take refunds into account and provides a general trend of purchase habits.
Pulling up the Report
Navigate to Reports from the left panel > Marketing > Customers > View.
Specify the date range from the date picker (the report generates data based on customers' Join Dates).
Apply any additional filters.
Understanding the Report
The Customer Detail report includes:
Customer ID: Customer's unique ID generated by the system.
Email: Customer's email.
First Name: Customer's first name.
Last Name: Customer's last name.
Full Name: Customer's first and last name.
Join Date: Customer's join date (when the customer first joined the studio) if within the selected time frame.
This will predate the "Created At Date" if their join date is migrated from your previous platform.
Created At Date: When the customer's account is created.
Updated At Date: When the customer's account was last updated.
Phone Number: Customer's phone number.
Street: Customer's street address.
Apt/Suite: Customer's apartment/suite number.
City: Customer's city of residence.
State/Province: Customer's state/province of residence.
Postal Code: Customer's postal code.
Country: Customer's country of residence.
Birth Date: Customer's birth date.
Company Name: Customer's company name.
Emergency Contact Name: Name of the emergency contact.
Emergency Contact Relationship: Relationship with the emergency contact.
Emergency Contact Phone: Emergency contact's phone number.
Emergency Contact Email: Emergency contact's email.
Waiver Signed: Mariana Tek's Terms of Service & Waiver, not Xplor Growth Waiver.
True: Waiver has been signed.
False: Waiver has not been signed.
Marketing Opt-In:
True: Customer has opted into marketing communication.
False: Customer has opted out of marketing communication.
SMS Opt-In:
True: Customer has opted in to SMS communication.
False: Customer has opted out of SMS communication.
Home Location: Customer's chosen home location.
Customer Locations: Location(s) where the customer has a check-in history.
Retention Segment: A measure of all three RFM scores that classifies customers into different retention segments. Click here for more information.
New
Newly Retained
Retained
Third-Party Retained
Lapsing
Lost
Dormant
Activity Segment: A measure of a customer’s ‘activity’ at a glance — the sum of the FScore and MScore. Click here for more information.
Champion
Loyal
Valuable
Beginner
At Risk
Recency Score: A measure of a customer’s recency to a business. The RScore is determined as the number of ‘days since the last check-in.’ Click here for more information.
Frequency Score: A measure of a customer’s frequency at a business for the last year. Click here for more information.
Monetary Score: A measure of a customer’s spending for the last year. Monetary spending is inclusive of all orders (classes, apparel, food and beverage, etc.). Click here for more information.
Total Check-Ins - 1 week
Total Check-Ins - 2 weeks
Total Check-Ins - 1 Month
Total Check-Ins - 3 Months
Total Check-Ins - 6 Months
Total Check-Ins - 1 Year
Total Check-Ins - All Time
Total Check-Ins - ClassPass - 1 week
Columns 39-45 are check-ins for reservations made through all third-party reservation platforms
Total Check-Ins - ClassPass - 2 weeks
Total Check-Ins - ClassPass - 1 Month
Total Check-Ins - ClassPass - 3 Months
Total Check-Ins - ClassPass - 6 Months
Total Check-Ins - ClassPass - 1 Year
Total Check-Ins - ClassPass - All Time
First Check-In: Date of first check-in.
Last Check-In: Date of last check-in.
Total Upcoming Reservations: Number of upcoming reservations.
Next Reservation Date: Date of next reservation.
Total Guest Check-Ins - 1 week
Columns 50-56 are for check-ins for guest reservations made by the customer (membership/credit package holder).
Total Guest Check-Ins - 2 weeks
Total Guest Check-Ins - 3 Months
Total Guest Check-Ins - 1 Month
Total Guest Check-Ins - 6 Months
Total Guest Check-Ins - 1 Year
Total Guest Check-Ins - All Time
Total Upcoming Guest Reservations: Number of upcoming guest reservations made by the customer.
Purchase Currency: The currency of the customer's purchases.
Total Spent - 1 Week
Total Spent - 2 Week
Total Spent - 1 Month
Total Spent - 3 Month
Total Spent - 6 Month
Total Spent - 1 Year
Total Spent - All Time
Last Order Date: Date of last order.
First Order Date: Date of first order.
Total Order Count - All Time: Customer's total order count for all time.
Tags: Automatic and manual tags in the customer's account.
Total Remaining Credits
Total number of remaining and available credits.