Reports guide: Customers

This guide covers the 9 reports for customer sign-ups, win-back lists, referrals and Friends. New to reports? See Run, schedule and read reports to learn how to run, schedule and read them.

In this article

• Customer Registrations
• Customers: Active bookings
• Customers: Active PAYG
• Customers: Inactive
• Customers: New subscribers
• Customers: Referrers
• Customers: Top
• Friends: Customer Friend Counts
• Friends: Engagement

Customer Registrations

What it does: Lists customers who created an account in your range, with contact details, date of birth, whether their email is verified, and their order history.

Why use it: To review sign-ups for a period and see which new customers have gone on to buy.

Filters

What's in the file: One row per customer. Columns: Customer ID, First Name, Last Name, Email, DOB, Registration Date, Email Verified, Total Orders, Last Order Date.

Good to know

Total Orders and Last Order Date cover all of the customer's orders, not just those in your range.

Customers: Active bookings

What it does: Lists bookings (not cancelled) for classes starting in your range, with the customer's contact details, their first recorded marketing source (UTM) and your custom customer fields.

Why use it: To build a contact list of everyone booked into classes in a period, or to see which campaigns booked customers came from.

Filters

What's in the file: One row per booking. Columns: Customer ID, First Name, Last Name, Email, Telephone, Created At, UTM Source, UTM Medium, UTM Campaign, UTM Term, UTM Content, Bookings Count, Event ID, then one column per custom customer field.

Good to know

A customer with several bookings appears once per booking. Created At is when the customer's account was created.

Customers: Active PAYG

What it does: Lists customers holding at least one unused credit that expires on or after your chosen date (or never expires), with a count of those credits.

Why use it: To find pay-as-you-go customers with credit left, for example to remind them to book before it expires.

Filters

What's in the file: One row per customer. Columns: Customer ID, First Name, Last Name, Email, Telephone, Tags, Created At, UTM Source, UTM Medium, UTM Campaign, UTM Term, UTM Content, Credit Count, then one column per custom customer field.

Good to know

• Set Active Date to today to leave out credits that have already expired.
• Credits already booked onto a future class still count as unused until that class starts.

Customers: Inactive

What it does: Lists customers who had no activity of a chosen type in your range: no spend, no orders, no bookings, or no attended classes.

Why use it: To build a win-back list of customers who haven't spent, booked or visited recently.

Filters

What's in the file: One row per customer. Columns: ID, First Name, Last Name, Email, Telephone, Tags, Created At.

Good to know

Customers who registered after your range, or have never done anything, are also listed.

Customers: New subscribers

What it does: Lists customers who started a membership in your range that is still running, leaving out anyone whose earlier membership ended within the exemption period before your From date.

Why use it: To count genuinely new members in a period rather than people returning after a short break, with marketing source (UTM) details.

Filters

What's in the file: One row per customer. Columns: Customer ID, First Name, Last Name, Email, Telephone, Subscription Start At, Subscription Name, UTM Source, UTM Medium, UTM Campaign, UTM Term, UTM Content, then one column per custom customer field.

Good to know

New members who have already cancelled are not listed.

Customers: Referrers

What it does: Lists customers who were referred by another customer and registered in your range, with their referrer's details and their own bundles, memberships, bookings and orders.

Why use it: To track a referral scheme, such as which referred customers went on to buy or book, so you can reward the referrer.

Filters

What's in the file: One row per referred customer. Columns: ID, Full Name, Email, Telephone, Created, Referrer ID, Referrer Full Name, Referrer Email, Referrer Telephone, Bundles Purchased, Plans Purchased, Booking Count, Order Count.

Good to know

The bundle, plan, booking and order figures cover all time, not just your range. Booking Count includes cancelled bookings, and Plans Purchased includes cancelled memberships.

Customers: Top

What it does: Ranks customers, highest first, by a measure you choose within your range: spend, orders, bookings made, classes attended, or value of bookings.

Why use it: To find your most valuable or most engaged customers, such as for loyalty rewards.

Filters

What's in the file: One row per customer with at least one matching order or booking. Columns: ID, First Name, Last Name, Email, Telephone, Created At, then Total Spend and Order Count (spend and order types) or Bookings Value and Booking Count (booking types).

Good to know

Cancelled bookings are not counted. Every qualifying customer is listed; there is no top-10 cut-off.

Friends: Customer Friend Counts

What it does: Lists customers with how many friends they have in the app and when they added their first and latest friend, most-connected first.

Why use it: To find your most socially connected members, for referral or ambassador campaigns.

Filters

What's in the file: One row per customer. Columns: Customer ID, First Name, Last Name, Email, Friend Count, First Friend Added, Last Friend Added.

Friends: Engagement

What it does: For each customer, shows friends, circles owned and joined, pending friend requests, and their Friends notification and privacy settings.

Why use it: To measure uptake of the Friends feature and understand members' privacy and notification choices.

Filters

What's in the file: One row per customer. Columns: Customer ID, First Name, Last Name, Email, Friend Count, Circles Owned, Circle Memberships, Pending Requests Sent, Pending Requests Received, Booking Notifications, Request Notifications, Always Books Incognito, Accepts Friend Requests, Shares Full Name, Shares Email.

Good to know

"Engaged" includes anyone who has ever sent or received a friend request. Settings with no value show as No.