Reports - Customer Reports
The customer list report provides the facility to review customers on the database of your singular restaurant account and if you are part of a restaurant group you can view your entire shared database.
NOTE: You can NOT pull a customer list per diary.
You have the option to search by 'Visit', 'Booking' or 'Register' date.
There is also an option to export search results to a CSV file.
NB: For group restaurants the database shown will be the TOTAL of all Customer profiles within all restaurant sites within your group.
To view your entire customer database go to:
- Reports
- Customer List
- Untick 'Search by Visit Date' (this allows you to search all your customers regardless if they have visited or not)
- Press 'GetList' which will show you all the customer that fall under your search
- You can then choose to export the customer database to CSV by clicking 'Export All Details to CSV'
To search specific customers
- Reports
- Customer List
- Untick 'Search by Visit Date' (this allows you to search all your customers regardless if they have visited or not)
- Enter any customer detail in the fields for first name, surname, mobile, email or company
- Select 'Get List'