Purpose
This collection of customer-focused reports is designed to help you manage contact information, identify dual-role customers (those who are also consignors), and track customer loyalty balances like rewards points and store credit. These reports support effective communication, marketing, and loyalty program management.
To learn more about creating customer reports, please view our Custom Reports Overview guide.
Report Setup
Base:
Customer
Report Variants
Customer Contact Information Report
Description:
Use this report to build targeted customer lists for email marketing, text campaigns, or account verification. It helps ensure you’re working with clean, complete contact data by filtering out entries with missing emails or phone numbers.
Fields to Include:
| Field Name | Description |
| First Name | Customer's first name. |
| Last Name | Customer's last name. |
| Primary email address. | |
| Phone Number 1 | Main contact phone number. |
Filter:
| Filter | Use Case |
| Email is not [press spacebar] | Exclude entries where email field is blank. |
Customers Who Are Also Consignors Report
Description:
Identify customers who also consign inventory with your store. This report is useful for managing dual-role users, streamlining communication, and offering tailored promotions or service options for your most engaged participants.
Fields to Include:
| Field Name | Description |
| First Name | Customer's first name. |
| Last Name | Customer's last name. |
| Is Consignor | Indicates if the customer is also a consignor. |
Filter:
| Filter | Use Case |
| Is Consignor is true | Identify customers who also consign inventory. |
Customer Rewards Points / Store Credit Report
Description:
Track loyalty balances across your customer base. This report is key for managing and promoting your rewards program or store credit offerings, helping you re-engage inactive customers or recognize top participants with available balances.
Fields to Include:
| Field Name | Description |
| First Name | Customer's first name. |
| Last Name | Customer's last name. |
| Rewards Points / Store Credit | Amount of active rewards or store credit. |
Filter:
| Filter | Use Case |
| Rewards Points / Store Credit > 0 | Show only customers with available balances |
Tips
-
Use the email filter with a spacebar input to eliminate blank entries — a quick way to build clean contact lists.
-
Swap the field between Rewards Points and Store Credit depending on what you want to track.
-
Leave filters blank on the Rewards/Credit report to see all customers and manually identify high-balance accounts.