This is a breakdown of what data the Customers Reports section contains. Access via More > Admin > Reports > Customers section.
Table of Contents
- Asset Audit
- Credit Balance By Customer
- Customer Detail
- Customer Export
- Customer Export (Freshbooks)
- Customer Map
- Miscellaneous Credits
- Open Balances By Customer
- Opt Outs By Customer
- Pending Ticket Charges
- Prepay Hours Balance By Customer
- Purchases by Customer
- Ticket Count By Customer
The Asset Audit Report allows you to generate a report of Assets by customer or type. You can then grab a PDF, export to CSV or Schedule the Report as needed. The Report can also have its columns customized to change the data that shows on the report as you would like as well.
Click the Customize Button and a pop-up with a selection of choices will appear.
Please Note: We are not limiting the number of columns you can select. If you choose more than 10 or so, the report will get big and respond more slowly. We recommend exporting to CSV when you are activating and using many columns.
This report will show you all customers in your account that currently have a credit on their record. This is a good way to get a snapshot without having to click through or track each customer manually.
This report provides a visualization breakdown of the work you have done for a specific customer by a time period of your choosing. You can print/save to PDF, and export to CSV from within the report.
The report will also show you a Ticket Summary breakdown, Invoice summary breakdown and a Time Entry breakdown.
This will automatically start downloading a raw CSV of all your customer data. The filename will contain today's date, such as customers_dump_06-22-2021.csv. This file can be imported back into the same site, which allows you to make mass updates before re-importing. It will not duplicate the data unless you change the email addresses or main phone numbers. You can also import it into a different RepairShopr or even Syncro site.
This behaves the same as Customer Export (even the filename is the same), but it will format the data for Freshbooks.
This report will open up a map with a pin representing the location of each of your customers based on their address.
Please note that if you import a large number of customers it may take a while for the map to populate, due to limitations in the API.
These are customers with Misc Credits. This report will be blank for the majority of our users, as we deprecated the ability to add Misc Credits to customers.
If you do see customers listed here, we recommend converting Misc Credits to Store Credits.
This report allows you to specify a date range, then pull a grid of all customers who have a balance due on an invoice.
You can also send out statements to customers in bulk from here. To do this, click the checkboxes to the left of the customers and then click Send Statements.
In this report, you can specify a date range and pull a grid of all your customers who are opted out of receiving emails. This is a good place to look if a customer reports they're not receiving emails from you. If you email a customer and the email bounces, the software will automatically opt them out. You can edit this by editing their record and unchecking all opt-out boxes.
This report lets you specify a date range to see each ticket with uninvoiced charges on it—those in the Add/View Charges button on the ticket. Note that this does not include labor amounts that have not been charged.
Shows you the balance of prepaid hours each customer has purchased. Click a customer name to see details.
Shows all items purchased from customers for a given date range. Click the link in the PURCHASE NUMBER column to see details of each one.
This report will break down each customer's referral source and tally up for the total of that source, along with some financial summaries from that referral source.
In this report, you can specify a date range, and then see how many total tickets customers have opened. This includes resolved tickets.