Purpose
These reports help stores manage consignor contact data and identify inactive balances. Together, they support outreach and compliance with unclaimed funds policies.
To learn more about creating customer reports, please view our Custom Reports Overview guide.
Report Setup
Consignor Email List
Description:
This report generates a list of consignor emails, useful for marketing, system notifications, or account verification. It’s a quick way to extract clean, usable contact data for bulk outreach or CRM integration.
Base:
Consignor
Fields to Include:
| Field Name | Description |
| Consignor ID | Unique account identifier |
| First Name | Consignor’s first name |
| Last Name | Consignor’s last name |
| Primary email address on file |
Filters:
| Filter | Use Case |
| Email is not [blank] | Remove consignors with no email on record |
| Consignor Created is after [date] | Focus on newly added consignors |
Consignor Aged Balances
Description:
This report highlights consignors with account balances that haven’t changed recently. It helps prepare for unclaimed funds audits or balance expiration procedures, and supports compliance with escheatment laws.
⚠ Before adjusting balances, consult your accountant or local regulations regarding unclaimed property.
Base:
Consignor
Fields to Include:
| Field Name | Description |
| Consignor Created | Date the consignor was added to the system |
| Consignor ID | Unique identifier |
| Consignor Status | Active/inactive account status |
| Last Activity Date | Last time any transaction or account update occurred |
| First Name | Consignor’s first name |
| Last Name | Consignor’s last name |
| Balance | Current balance held in the account |
Filters:
| Filter | Use Case |
| Balance is greater than 0.00 | Focus only on accounts with funds |
| Last Activity Date is before [date] | Find balances that have not changed recently |
Tips
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Run the email report monthly to update your marketing or communications list.
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Review aged balances quarterly to stay ahead of unclaimed fund regulations.