Build a customer report

Updated on 20-October-2016 at 10:16 AM

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In this tutorial, you will learn how to create a Customer Report. You will get an overview of the different customer report types available. In this example, you will create a Customer and Cases (Web Forms) report. Therefore, it's necessary to create a Web Form. Take note of your Web Form name. In this example, you work with the Contact Us Form.

The process for generating any of the above reports is the same. It is a three-step process that includes:

  1. Selecting the report type
  2. Adding the fields you would like to display in your report
  3. Selecting the filters to segment your report

For a general overview on reports, see Understanding Reports

Step 1: Create the report

Create your report and select the report type.

  1. Select Reports > Custom Reports.
  2. Click Add Customer Report.
  3. Select the Customers and Cases checkbox and click Next.

You are taken to the Fields page.

Step 2: Select the report fields

The fields that you add are displayed in report results. For this tutorial, select the below fields:

  • Customer Name
  • Case Subject
  • Email 1 (Primary)

Note: The Case Subject field is required for a Customers and Cases (Web Forms) report. Web forms are created as cases and are used as a filter in the next step.

Click Next.

Step 3: Set the report filters

The filters are the conditions your report is based on. For example, in this tutorial, you want to retrieve the customers that submitted a specific web form. To achieve this result, you will create a Case Subject filter.

  1. From the Filter 1 pop-up menu, select Case Subject.

  2. Leave the second pop-up menu as Equals.

  3. Enter "Contact Us Form" in the third column (or if you have created another web form, enter the name of this form).

  4. Click Generate Report.

Step 4: Work with the results

You now see all the customer records that have submitted the Contact Us Form. You have the option to either export these contacts or add the contacts to a secure zone or marketing list. You can skip these options in this tutorial; click Next.

Now give your report a name and click Save Report. Your new report is now available to view at any time via the Reports > Custom Reports screen.