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Customer Report Summaries

  • Last Updated: March 10, 2021

Customer reports pull relevant information about customers from the Exatouch Database. Get reports on specific customers by selecting a customer name. Reports may be run for a specific date/time.

Customer reports are available in Reports > Customers.

Report descriptions are listed alphabetically below, by report name:

Age Verification Report

Track age verification data, including who verified and/or approved the age-verified transaction. Overrides are tracked as well.

Data Points

  • Date
  • OrderID
  • Total
  • Customer
  • Verified By
  • Approved By
  • Manual Entry

Customer Contact List

Obtain basic customer information. Report can be filtered alphabetically by first name or last name.

Data Points

  • First Name
  • Last Name
  • Phone #
  • Birthdate
  • Email
  • Address

Customer Visits

Track customer visits for a specific time period.

Data Points

  • Customer Name with sales #
  • Phone #
  • Phone 2
  • Last Visit
  • Current Staff Name

Enrolled Customers

Track all customers enrolled in a membership club.

Data Points

  • First Name
  • Last Name
  • Phone #
  • Birthdate
  • Email
  • Address

Loyalty Summary

This report summarizes customer loyalty point balances for participants of Exatouch’s point-based loyalty program.

Data Points

  • Customer
  • Earned
  • Redeemed
  • Expired
  • Available

Membership Clubs

View membership data based on Club and Sub Clubs.

Data Points

  • Description
  • Price
  • Percent
  • Last Visit
  • Days since last visit

Renewal Report

As part of Exatouch’s enhanced club membership feature, merchants can set expiration dates to help facilitate renewals. The renewal report enables merchants to identify which customers are due to renew their club memberships.

Data Points

  • Customer
  • Start Date
  • End Date
  • Expired

Sales by Zip Code

Track customer sales based on zip code entered in customer profiles.

Data Points

  • Order ID
  • Customer Name
  • Desc (Item Name)
  • Ext amount

Top Customers

Track your top customers by sales amount. Filter by top 10, 20, 50, 100, and 200 customers.

Data Points

  • First Name
  • Last Name
  • Phone #
  • Birthdate
  • Sales

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Related Topics

  • How to Run, Email & Print Reports
  • Customer Reports
  • Marketing Tools
  • Sales Reports
  • Age Verification
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