📝 Overview
The Customer Report allows you to access and export Customer data based on criteria you define. Similar to the Appointment Report, this report can be used to export Customer data; however, Appointment information cannot be exported from the Customer Report.
💡 Please Note: This report is only available to the following user roles:
Headquarters Administrators
Location Administrators
Location Users (if enabled in Settings)
Call Center Users (if enabled in Settings)
📊 Customer Report Uses
You can use the Customer Report to export your Customer data, create lists of specific types of Customers, merge your Customer database with a Microsoft Word document to create mailing labels.
🛠️ Accessing the Customer Report
Below are the steps to access the Customer Report.
Click here to learn more about Accessing the Customer Report
Click here to learn more about Accessing the Customer Report
Click Reports tab.
Click Customer Reports on the left.
🔍 Filtering Customers
Use the Customer Report to export customer data, build targeted customer lists, and create mailing labels. The Customer Report can be customized to include nearly all details from Customer records, with the exception of Credit Card information.
Click here to learn more about Filtering Appointments
Click here to learn more about Filtering Appointments
In the Filter section, you may customize the Location(s), Customer Type, Customer Statuses, Genders, Cities, Heard Via, and Birthdates to be included in the report.
Next, you may customize the Customers Sign up Dates and contact permissions to be included in the report.
➕ Including Customer Details
Click here to learn more about Including Customer Details
Click here to learn more about Including Customer Details
Include in Report
In the Include in Report section, select the Customer fields you want displayed in the report.
Total By
Use Total By to display a total count of Customers at the bottom of the report.
Sort By
Select an option from the Sort By dropdown to control how results are ordered.
🧠 Example: Sort Customers by Signup Date in ascending or descending order.
🖥️ View Options
At the bottom of the report, select one of the following Format Options.
⚠️ Please note: If you receive an alert when running a report with a large amount of data, reduce the selected date range and try again.
Click here to learn more about View Options
Click here to learn more about View Options
HTML
View the report as a web page in your internet browser.
Excel
View and export the report as a spreadsheet in Microsoft Excel.
Telemarketing
Select this option to run the Customer Report via the third party telemarketing interface you have enabled.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Why don’t I see Appointment data in the Customer Report?
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Click the arrow to see the answer
The Customer Report is designed only to display and export Customer-related data. Appointment information must be accessed through the Appointment Report.
Why is my report blank after running it?
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Click the arrow to see the answer
If no fields are selected in the Include in Report section, the report will return blank results. Ensure at least one field is selected before running the report.
Can I create mailing labels?
Click the arrow to see the answer
Click the arrow to see the answer
You can't create mailing labels in DaySmart Appointments, but you can export your Customer data to Excel (via the Customer Report). Once the data is in Excel and saved on your hard drive, you can use Microsoft Word's mailing label merge feature to create mailing labels.