How to Check the Customer List Report

The Customer List Report is one of the most useful reports for event presenters. It helps you access customer records associated with ticket purchases, including successful and failed transactions.

Whether you want to find customers who purchased the most tickets, identify customers who opted in to receive marketing emails, or review unsuccessful transactions, you can access this information through the Customer List Report.

Before You Start

You can use the Customer List Report to search for customer information, filter results, download reports, email them to yourself, or schedule reports for automatic delivery.

Step 1: Access the Customer List Report

1. From the Box Office, hover over your organization name in the top-left corner.
2. Select Customer List from the dropdown menu.

Step 2: Generate the Report

The Customer List Report offers several search options to help you find the customer information you need.

1. Select your preferred search criteria, such as:
   • Transaction dates
   • A specific event or all events
   • Customer name
2. Click Generate Report to display the results.

Step 3: Download, Email, or Schedule the Report

After generating the report, you can choose how to access or receive it.

• Print PDF: Download the report as a PDF file.
• Print CSV: Download the report as a CSV file.
• Email: Email the report to the email address associated with your logged-in account.
• Schedule: Schedule automatic delivery of the report to your account's email address. Available scheduling options include daily, monthly, weekdays, or a specific period.

Step 4: Filter the Customer List Report

To narrow your search, use the Filter Options section below the Customer Name field.

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You can filter the report using the following criteria:

• Event Genre
• Minimum and Maximum Tickets Purchased
• Customer Age
• Marketing Email Preferences: Customers who opted in or opted out of receiving marketing emails.
• Transaction Status: Successful, Failed, or All.

After selecting your filters, click Apply, then click Generate Report to display the filtered results.

Important: Viewing Failed Transactions

By default, the Customer List Report displays customers associated with both successful and failed transactions.

To view only customers whose transactions failed, select Failed under Transaction Status in the Filter Options section, click Apply, and then click Generate Report.

Troubleshooting: Why Are Some Customers Missing from the Customer List Report?

The Customer List Report captures customer information during the ticket purchase process. However, customer information is included only if the customer provides an email address or already has a Yapsody account.

Customer information will not appear in the report when:

• A customer purchases tickets through the Box Office without entering an email address.
• The email address field is optional or has not been enabled in Transaction Settings, and the customer leaves it blank.

Customer information will appear in the report when:

• The customer already has a Yapsody account.
• The customer enters their email address while purchasing tickets.