How to Download Customer Profile Reports
To download Customer Profile Reports click on Reports (1) then click on Customer Profiles (2).
Searching can be general or granular. Just choose the criteria that fits your needs and click the Submit Button (3).
Upon submission, search results for your search criteria will appear. Click Download As Excel (4) to process the report.
Depending on the number of records that are processed the time to process your report request may take a few minutes. Upon completion of processing you'll be presented with the Download Report (5) button. Just click it and your report will be downloaded to your computer.
When opening your customer report you'll find basic customer information in addition to the total number of orders each customer has made and the total revenue they have generated. Remember each downloaded report will be based on the search criteria you chose.
For import to programs such as Act please follow the instructions provided by those software programs.