Overview
The built-in New Customers report shows you recently acquired customers including contact information, membership status, campaign details, and last job completed.
Example New Customers reports:
Follow up on new customers without a completed job
Generate marketing lists for new customer promotions
Schedule email delivery of the report to see which campaigns attract new customers
Who uses this feature
Office employees
Things to know
The Business Unit filter applies to job-related data, not customer profiles. Customers are not assigned to business units, but their jobs are. To see customers by business unit, create a custom report based on the Jobs template.
If the report shows unexpected customer counts, double check the filters. The From - To filter looks for all customer profiles created within the selected range. Verify that you're selecting the appropriate date range to see all customer profiles created within that range.
If the report isn't appearing in your report list, double check your report permissions. An administrator at your company may need to share the report with you.
Run the report
Go to the navigation bar and click Reports.
Click the New Customers report.
Tip: In the search field, enter a few letters from the report title for quick access.
The report opens.
Click the From - To field to select a date range to report on. The report filters for all customers whose profiles were created within the date range. You can:
Use the calendar to select a specific date range and then click Apply.
Use the left menu to select a preset date range:
Today: From 12:00 AM to the current time.
Yesterday: Previous day, from 12:00 AM to 11:59 PM.
This Week: From Monday through Sunday of the current week.
Week to Date: From Monday through the current date of the current week.
Last 7 Days: Previous seven days, including today.
Last 14 Days: Previous 14 days, including today.
Last 30 Days: Previous 30 days, including today.
Month to Date: From the first of the current month to the current day.
Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.
Last 90 Days: Previous 90 days, including today.
This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.
Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.
Quarter to Date: From the first day of the current quarter to the current day.
Year to Date: From January 1 of the current year to the current day.
Last 365 Days: Previous 365 days, including today.
Last Year: From January 1 of the previous year to December 31.
From the Business Unit dropdown, select the business units (BUs) you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories:
Click the dropdown to select individual BUs.
To report on BU categories such as trade or division, click Filter
, select the BU categories you want to include, and click Filter.
Note: How BU filters are applied depends on the key performance indicator (KPI). Hover over a column header for details.
To include inactive customers, select Show Inactive Customers.
When you're finished setting filters, click Run Report.
Read report results
The New Customers report is ordered by Created On date.
The report includes the following columns:
Customer ID: Unique identifier assigned to each customer. Click to open the corresponding customer profile in a new tab.
Customer Name: Name of the customer
Created On: Date the customer profile was created
New or Existing: When the customer profile was created:
New: Profile was created within the date filter range
Existing: Profile was created before the date filter range
Future: Profile was created after the date filter range
Note: By default, the report filters for New customers.
Email: Email address of the customer
Phone Number: Phone number of the customer
Street Address, City, State, and Zip Code: Billing address of the customer
Type: Residential or Commercial customer type
Member Status: Indicates if the customer has at least one active membership
Member From: The earliest start date of any of the customer’s memberships
Member To: The latest expiration date of any of the customer’s active memberships
Original Campaign: Campaign assigned to the customer’s first completed job
Last Job Completed: Date of the last completed job
Customer Tags: Any tags attached to the customer profile
Do Not Mail: Customers marked as Do Not Mail have opted out of receiving email and text notifications
Do Not Service: Customers marked as Do Not Service cannot have jobs booked with them
After you run a report, click the Export dropdown and select Export to PDF or Export to XLSX to download an exported copy of the report to use in other applications.
You can also schedule the report to be sent at regular intervals to deliver up-to-date information to the people who need it.