Overview: What are we talking about?
The New Customers Report generates a list of new customers created during a specified time frame. You can use this report to view which customers were registered through the customer portal or created by a staff user, their referral source, and to see which new customers have future reservations.
As part of Gingr's partnership with Joe Zuccarello, owner of Paragon Dog Grooming and an expert in business management for pet care businesses, we help connect businesses with this expert to best utilize this report and others like it. Joe can assist in setting performance goals as well as provide guidance on reaching those goals. To find out more and to get connected with Joe please click the "Talk to an Expert" button at the top of the report or visit our webpage about this partnership.
This article includes:
- Report Parameters
- Report Output
- Exporting & Printing the Report
- Adding Report Results to a Marketing Campaign
- This report can be run for a selected date range, several locations at a time. The start and end dates you enter will be based on the date the customer registered. This report is designed for past reporting and cannot be run for future dates. It can be run for a maximum of 90 days at a time.
To access the New Customers report, navigate to Book Icon » Reports » New Customers. From this page, you can adjust the following reporting parameters to tailor the report to your needs.
Choose a start date for the report. Customers registered on or after the selected date will display
Choose an end date for the report. Customers registered on or before the selected date will display
|Registered at Location||Select which locations to run the report for. Customers will populate based on the Home Location selected on their profile|
|Select this check box to see totals of customers by source as well as if they have future bookings. With this selected a section including pie charts will also appear|
Export to Excel?
Select this check box to export the results to Excel
When "Include totals" is selected, a section will appear with information about overall customer data. The number and percentage of new customers with future reservations will display. The number and percentage of each referral source also appear. Pie charts for each section will also appear and can be hovered over for more information on the section.
A complete list of new customers is displayed with the following information:
|Home Location||The home location assigned to the owner's profile|
|Owner Name||The owner's first and last name. You can click this to be linked to the owner's profile|
|Animal Names||Name(s) of animal(s) associated with the owner's account|
|Owner Notes||Notes from the owner form - this is the field with the system field name "notes". These are not employee notes|
"Gingr Support User" means the customer created the profile themselves from your portal's registration form
If a staff member created the profile their name will show
"Self Registered" indicates the owner was imported when you transferred to Gingr
|Registered at||Date and time the owner's profile was created|
|First Reservation||Reservation type, date, and time of the first scheduled or first completed reservation on the owner's account, if any. Click this to navigate to the reservation details page|
|Next Reservation||Reservation type, date, and time of the pet's next reservation if any are booked. Click this to navigate to the reservation details page|
|First Transaction||Date and time of the owner's first transaction|
|Customer Source||The customer's reported referral source - this is pulled from the referral field on the owner form|
Exporting & Printing the Report
If you'd like to export to a CSV file, check the tick box "Export to Excel?" in the report parameters at the top of the page before selecting the blue "Generate Report!" button.
After the report parameters have been set and you generate the report, you can select "Print PDF" with the green button at the bottom of the report parameters.
Additionally, you can print results in a format that includes all the owner form details (not limited to what is on the report) by clicking "Print All" at the top of the results.
Adding Report Results to a Marketing Campaign
After running this report, you will see the option to "Add to Campaign" at the top of the results. This button allows you to target the customers on the report for a marketing campaign. For more information about marketing campaigns and custom groups please see these articles:
- Creating Custom Campaign Groups (+Add to Active Campaign)
- Marketing Campaign Groups
- Email Marketing Campaigns
- SMS Marketing Campaigns