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, and to see which clients have scheduled or completed their first reservation or transaction.
This article includes:
- Report Parameters: How to Generate the Reservations by Date Range Report
- Report Output: Viewing Attached Reservations
- Exporting the Report and Adding Customers to Campaigns
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.
|From||Choose a starting date to see new customers created starting on or after the selected date.|
|To||Choose an ending date to see new customers created on or before the selected date.|
|Export to Excel?||Check this box to export the report results to excel.|
Click on the column headers to organize the report alphabetically by a specific column.
|Home Location||The home location assigned to the owner's profile|
|Owner Name||The owner's first and last name|
|# of Animals||The number of animal profiles associated with the owner's account.|
|Animal Names||The names of the animals associated with the owner's account.|
|Owner Notes||Any owner notes added to the profile at the time of registration.
These are not employee notes. This pulls from the notes field on the owner form.
|Veterinarian||Veterinarian name and phone number|
|Emergency Contact||Emergency contact name and phone number|
|Create by||Self Registered- The client created their profile online through the customer portal.
User- Staff user created the profile for the client.
|Created at||Date and time the owner's profile was created.|
|First Reservation||Date and time of the first scheduled or completed reservation on the owner's account.|
|First Transaction||Date and time of the first completed transaction on the owner's account.|
|Customer Source||This is pulled from the referral field on the owner form.|
Exporting/Printing the Report and Adding Customers to Campaigns:
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.
Click the "+ Add to Campaign" button at the top of the generated list of new customers to include owners in a new campaign email or SMS.
You can also select "Print PDF" or "Print All".