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.
- 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.
- First Name
- Last Name
- Phone #
- Birthdate
- Address
Customer Visits
Track customer visits for a specific time period.
- Customer Name with sales #
- Phone #
- Phone 2
- Last Visit
- Current Staff Name
Enrolled Customers
Track all customers enrolled in a membership club.
- First Name
- Last Name
- Phone #
- Birthdate
- Address
Loyalty Summary
This report summarizes customer loyalty point balances for participants of Exatouch’s point-based loyalty program.
- Customer
- Earned
- Redeemed
- Expired
- Available
Membership Clubs
View membership data based on Club and Sub Clubs.
- 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.
- Customer
- Start Date
- End Date
- Expired
Sales by Zip Code
Track customer sales based on zip code entered in customer profiles.
- 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.
- First Name
- Last Name
- Phone #
- Birthdate
- Sales
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