Purpose
This report allows you to review customer notes and identify flagged accounts. It’s a valuable tool for enhancing customer service, flagging important account behaviors, and maintaining visibility across staff interactions with customers.
To learn more about creating customer reports, please view our Custom Reports Overview guide.
Report Setup
Customer Notes Report
Description:
Use this report to view all customer notes added in your system, including whether any customers are flagged for special attention at checkout. It supports front-line staff by surfacing important customer context and enables back-office reviews for customer account monitoring.
Base:
Customer Store Credit History
Fields to Include:
| Field Name | Description |
| First Name | Customer’s first name |
| Last Name | Customer’s last name |
| Note Text | Notes added to the customer account |
| Is Flagged | Indicates if the customer is flagged at checkout |
Filters:
| Filter | Use Case |
| Note Text is not like [press spacebar once] | Exclude customers without notes |
Tips
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Use the spacebar input in the filter to rule out blank note entries.
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Regularly review flagged customers to ensure notes are still accurate and relevant.
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Combine with store credit or account activity reports for deeper context.