Knowledge Base

Reports

Generate Report

The Generate Report section is where you're able to customize reports for analytics.

Create multiple report types:

Note, selecting certain lists adjusts the criteria you can select.

For example, selecting Transaction List reduces the number of criteria you can use to build your report.

Once you select the report type, the default option, if no other selections are made, will generate a report of your full list.

At the bottom of the selection filters are two buttons:

The Two Buttons

If you’re making selections to restrict or refine the customer criteria, use the “Generate CSV File Using Selected Filters” button.

That will generate a list of customer matching the selections you've made.

If you’re making no selections, click the “Ignore Selected Filters and Generate Full CSV File” button.

That will generate a full customer list of all customers.

The distinction between those two buttons is important.  Generating “FULL” ignores any of the any selections you might've made.

Once again:

Generate CSV File Using Selected Filters will generate a report using the criteria you've specified above.

Ignore Selected Filters and Generate Full CSV File will ignore any criteria specified and insteed generate a list of ALL transactions contats.

Clicking the (?) info icon will also give you this tip info.

 

Making Selections

You can select multiple SKUs, or an entire brand/shop, along with multiple other criteria:

Leaving the date range blank will generate a report with all customers meeting the specified criteria for the history of the account.

Statuses

There are several status options you can select:

• Refund Status lets you specify whether to include only customers who have received a refund, or only customers who have not received a refund.
• Repeat Buyer Status lets you specify whether to include only customers who have made a repeat purchase, or customers who have only purchased once.
• Latest Feedback can be used it you’re running the Feedback service (see Feedback section under Transactions), and lets you specify the inclusion of only certain ranges of feedback (customer left a feedback in that range), or specific feedback values.
• Spent More Than lets you specify the inclusion of only customers who spent more than a certain amount. This can be useful in building a list of coupon users.

These statuses can be combined.  For example, you could generate a report of customers who have had no refund and are repeat buyers.

Report Type

This selection determines the format of the output file.

• Customer List is the standard format.
• Facebook Customer List will output the file with only the fields needed by Facebook. This is useful when uploading customer lists to Facebook for custom audiences.
• Customer List grouped by SKU is a standard Customer List that includes a column for SKU, and will show each customer order along with the SKU purchased.
• FB Offline Events File provides a way to create lists of your customers that meet Facebook’s requirements for analysis. Facebook’s Offline Events works by syncing hard data of what’s happening offline with your Facebook ads.  Specifically, you upload a file that has information like the customer’s name, purchase, and date of purchase. Facebook then compares that data with the users who saw specific ad campaigns, and gives you a more accurate conversion analysis.

Test each to see what format will work best for your needs.  When you click to generate a report a file is created and placed under Download Report where it can be downloaded, viewed or deleted.  There you can also create a Zip (compressed) file.

 

Download Report

Here you can retrieve any reports you’ve run, download as various file types, etc.

 

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