The Customers - Summary report lists all customer accounts (including migrated accounts) in an abbreviated column format. Date columns will show results based on Coordinated Universal Time (UTC). For a detailed report of your customers, click here.
This report is useful for:
Pulling up a list of customers' phone numbers.
Pulling up a list of customers with unsigned waivers (by exporting and filtering the "Waiver Signed = False" filter).
Filtering for customers with specific tags (i.e. User With Credit Card Issue).
Viewing the join date of new customers within the selected date range.
If running a new client special, this report will allow you to see how many customers joined over a period of time.
Viewing all of your customers (by selecting a date range from when your business began collecting customer information).
Pulling up the Report
Navigate to Reports from the left panel > Marketing > Customers - Summary > View.
Specify the date range from the date picker (the report generates data based on customers' Join Dates).
Apply any additional filters.
Select Generate Report to populate your data and export if necessary.
Understanding the Report
The Customers - Summary 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:
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 into 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 check-in history.
Total Check-Ins - All Time
First Check-In: Date of first check-in.
Last Check-In: Date of last check-in.
Tags: Automatic and manual tags in the customer's account.