Customer list report undoubtedly can be said as one of the most important reports for event presenters that helps to maintain the records of all the ticket buyers (including unsuccessful attempts).
Whether you are looking to locate a list of customers with the most tickets purchased, opted in to receive marketing emails from you, OR the list of customers whose transaction didn't go through, the details are easily accessible under the Customer List Report, keep reading to learn how you can utilize this report to your maximum benefit.
Before you start:-
You can also schedule receiving Customer list report daily, Monthly, on weekdays, or for a specific period, using the Schedule option.
- To access the report, mouse hover on the account name at the top left and click on "Customer List" from the drop-down list.
- Customer List report offers a variety of options to search Customer Details as per your preference. For Example, you can search the records using Transaction dates, Specific Event or All Events, Customer Name, etc. To ensure the system processes accurate details click on "Generate Report" after selecting the search option.
Please Note:-
i) To Download the Customer List Report in PDF or CSV file, please click on the "Print PDF or Print CSV" button.
ii) Clicking on "Email" will deliver the entire Customer List Report to the email address to which you are logged in.
iii) The Schedule option allows you to command the system to send Customer list reports to your email address (you are accessing the account with) by choosing the delivery option such as daily, Monthly, on weekdays, or for a specific period.
- Moreover, to advance your search you can also use "Filter Options" which is available just below Customer Name.
- The filter option helps to modify your search results to the next level, you can filter the search as per Event Genres, Minimum & Maximum Tickets Purchased by your Customer, their Age, customers who have "Opted-In" or "Opted Out" to receive marketing emails from you and Transaction Status (Failed / Successful / All). Finally to ensure the system generates a report as per the filter applied don't forget to click "Apply" and then "Generate Report."
Please Note:- Customer List Report by default displays a list of customers whose transactions were successful as well as failed, to get the list of customers whose transactions failed, please ensure, you are filtering the report by selecting "Failed" as the status.
By any chance, if you face any difficulties while accessing the customer list report, please feel free to reach out to us. We are available on "Live Chat & Email support" 24 x 7 and 365 days of the year!
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