Customer Manager allows you to generate and download reports for your registered customer data.
Generate a report
- Set the filters you wish to you use. For help with applying filters, see our filter Help Page.
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- Click the Generate Report button.
- In the General Report dialog:
- You will be asked to enter a name for your report. If you wish, you may use the default name provided.
- You will also be asked if you wish to be notified by email when the report has finished generating. This can be especially helpful for merchants with a large number of registered customers, who tend to download reports containing a large amount of data.
- Click the Generate Report button.
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The report will begin generating, as indicated by the Generating status for the report in the Reports (Last 7 Days) section of Customer Manager, located near the bottom of the page. Once the report has finished generating, this status will change to a Download link for the report.
Note: The store owner will be notified by email of the report request, even if you are not the store owner and have opted out of receiving an email notice.
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One of four report statuses will be listed for a report. These are:
- Generating - The report is being created.
- Download - The report has been created and is ready to be downloaded.
- Error Generating - There was an error encountered while generating the report. Please try generating this report again.
- Not Available - The report cannot be downloaded at this time. Please return to Customer Manager at a later time and check the status of this report again.
