How to Run a Customer List through a Report

A Customer List can be run through a Report, acting as an additional filter for the data selected. 

In this article, we'll guide you through running a Customer List through a Report.

Why Run a Customer List through a Report?

There are times where you may want to run a Report but only on a specific group of Customers. Depending on the Report, you may not be able to pre-filter your data by Customer.

For example, if you'd like to run an Event Instances Occupancy Report but only include Members or Donors attending the selected Event, you won't be able to select Customer information in the Criteria Set. That is because the Event Instances Occupancy is a Sales Report that reports on Seats so only Seat information can be used in a Criteria Set.

However, you can run a Customer List through the Report:

1. Create a Customer List to find Members and Donors
2. Then run the Customer List through the Report

The Report will filter through the information and transactions made by only the Customers in the Customer List.

You’ll still need to set a Criteria Set for your Report. For example, choosing Event Instances happening today.

Any Customer List can be run through any Report but may result in no data in a Report if the Customers don't match the Criteria Set, for example, if no Members or Donors are attending an Event Instance today.

Running a Customer List through a Report must be manually run and can’t be scheduled as a Customer List Schedule or Report Schedule.

Some other examples include:

• Performing a Crossover Analysis to identify Customers who've booked one Event and also have booked others
   
• Running a Customer List to find any Customers who have specific Access tags and then run this against an Event Sales Report (Detailed) to show how much these Customers have spent on Ticket sales.

How to run a Customer List through a Report

You can complete both in the Insights & Mailings Interface. 

TIP: To access Insights & Mailings, you’ll need the Insights & Mailings User or Insights & Mailings Administrator Role. If you don’t have these Roles, ask the Settings Administrator in your organization to add these Roles to your User Account.

1. Go to Reports > Report Explorer and check that the Report and Criteria Set you want to use already exist in the Report Explorer. If not, create, copy or modify the Reports and Criteria Sets you need.

    

2. Go to Customer Lists > Customer Lists. Find or build the Customer List you would like to use. 

   TIP: While it is not necessary to select outputs as you’ll not be downloading the Customer List as a CSV or Excel file, you may decide you want to look at and analyze the Customer List first before running it through a Report

3. From within the Customer List, under the Choose an action drop down, select the Run through report option:

   

    

4. Find the Report you’d like to use.

    

5. Next to the Criteria Set you’d like to use, click on Select this report and criteria set:

   

    

6. Set the Criteria for the Report. If Report Parameters are available, you can also set Parameter values. 

   TIP: Report Parameters are currently available for a limited number of Standard Reports (formatted version only). Where Report Parameters are unavailable, you won’t be able to select or set Parameters. For more information, read Report Parameters.

7. Run the Report as a PDF or your preferred file type.

The Report will only include data from Customers in the Customer List that also meet the Criteria Set.