Fields & Filters for Customer Custom Reports

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When building Custom Reports in SimpleConsign, the following fields and filters are available for the Consignor base. Use these to organize, filter, and analyze customer data effectively.

General

  • First Name
  • Middle Name
  • Last Name
  • Birthday
  • Organization
  • Loyalty ID
  • Is Consignor
  • Is Tax Exempt
  • Tax ID
  • Credit Card Entry
  • Customer Created
  • Notes Text
  • Notes Count

SimpleACH

  • SimpleACH Email Verified
  • SimpleACH Account Created

Contact

  • Email
  • Phone 1
  • Phone 2
  • Street
  • City
  • State
  • Zip

Balance

  • Balance
  • Store Credit
  • Store Credit Total
  • Reward Points
  • Reward Points Total

Purchase History

  • Purchase Total (30 days)
  • Purchase Total (90 days)
  • Purchase Total (1 year)
  • Purchase Total (All Time)

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