You can use the Customer Find Filter to specify a wide range of parameters to generate very specific exports to meet your needs. Below you will find a few examples. See Customer Find Filter for more information on the search options available.
You can create Customer Groups/Mailing Lists and export those. This is the best way to export a customer list from a report. For example, you could export your top 100 customers by saving them as a group and exporting the group.
See Groups/Mailing Lists for more information on creating/exporting these and see Groups/Mailing Lists: Examples for examples.
Export Customers with their Occasions
This will export customers along with their contact details, birthday, and anniversary dates.
- Click Clientele > Export > For Other.
- Use the Customer Criteria drop-down to specify any desired criteria.
- Use the Export To File Name drop-down to choose a save location.
- Click OK to export your customers.
Export Customers with a Spouse Birthday Next Month
This will export a list of customers that have a spouse with a birthday coming up next month.
- Click Clientele > Export > For Mailing.
- Click the Customer Criteria drop-down and go to the Results tab.
- Set Addressee to Celebrant's Spouse/Partner: Either Gender and set Spouse/Partner Required to Include Only Customers with Spouse/Partner.
- Go to the Dates tab.
- Set Occasion Date to Next Month and check Birthday. Make sure Ignore Year In Date is also checked, then click OK.
- Use the Export To File Name drop-down to choose a save location.
- Click OK to export your customers.
Export Customers that have an Email Address
This will export a list of customers that have email addresses.
- Click Clientele > Export > For Mailing.
- Click the Customer Criteria drop-down.
- On the General tab, type =ANY into the Email field, then click OK.
- Use the Export To File Name drop-down to choose a save location.
- Click OK to export your customers.
Export Customers that have Previously Purchased but Have Not Purchased This Year
This will export a list of customers that have purchased in the past but have not purchased anything this year.
- Click Clientele > Export > For Mailing.
- Click on the Customer Criteria drop-down and go to the Merchandise tab.
- Under Has Purchased at least this Merchandise, set No. Items to 1 and for Date Range set the Max value to the first of the year (1/1) and blank out the Min value.
- Under Has NOT Purchased at least this Merchandise, set No. Items to 1 and for Date Range use This Year, then click OK.
- Use the Export to File Name drop-down to choose a save location.
- Click OK to export your customers.