Customers is essentially a database of your customers' contact information gathered from bookings made by or for the customer, or manually added customers using the Ventrata dashboard interface.

Customers

Default Columns

Customer First Name - first (and middle) name of the customer
Customer Last Name - last (family) name of the customer
Customer Email - a valid email address
Customer Mobile - a valid phone number, it is recommended to use international format
Orders - count of orders made under the customer's name
Sales - total value of all sales under the customer's name

Columns can be easily filtered by pressing the arrow next to the column title.

Actions

The action bar between the navigation bar and the orders table enables you to perform a number of additional functions.



Search bar - filter the customers table, using any of parameter from the available columns, see Generate Report below
Keep Filter - when using search, tick the checkbox to make the column filters available
Saved Searches - press Saved Searches > Save Current Search to save your current search parameters and filtered columns, or Saved Searches > Manage Searches to edit or delete existing searches

To learn more about saved searches, read our article Working with Saved Searches.

Reset All Filters - appears when a filter was used; press to reset filters to their default states
Bulk Actions - select one or multiple lines and press to apply an action on your selection; options include

Bulk Action	Description
Archive	remove selected customers from the customers table; press the Restore button to restore archived customers

Show Columns - press to add new columns, or remove existing ones from your current view

The list of columns which can be added is listed at the end of this article, under Generate Report.

Export - export the customers table in CSV, Excel or SQL format
Generate Report - create charts and reports to analyse data from the customers table

To learn more about reports, read our article Working with Charts and Reports.

Report function	Description
Total	sum of values
Minimum	the lowest value
Maximum	the highest value
Average	the sum of values included in the report divided by their count
Count	number of the selected parameter

You can choose to view information by selecting one or more of the following variables (Show' drop-down field):

'Show' Variable	Description
Orders	count of orders made under the customer's name
Sales	total value of all sales under the customer's name

and order your results by one or more of the following variables:

Selecting more than one variable will nest your selections depending on the order they have been picked. You may rearrange the variables to suit your needs, however we recommend you select one or two to make the report relevant.

'By' Variable	Description
Customer Contact	a summary of a customer's contact information (full name, email address, phone number)
Customer Tags	custom tags assigned to a customer, used for filtering
Customer Salutation	how the customer wishes to be addressed, for example, Mr., Mrs. or Ms.
Customer Full Name	same as 'Customer', see above, but the customer name is typed without spaces
Customer First Name	customer's first name
Customer Last Name	customer's last name
Customer Company	customer's company
Customer Department	the department in which the customer works at their company
Customer Title	customer's work title at their company
Customer Email	customer's email address
Customer Mobile	customer's phone number
Customer Age	customer's age
Customer Language	customer's preferred language
Customer Country	customer's country of residence
Customer Address	customer's address (street name and number)
Customer City	customer's address (city)
Customer State	customer's address (state)
Customer Postal Code	customer's address (postal code)
Customer Notes	customer notes included at checkout
Customer Tax ID	customer's tax identification number
Customer Tax Office	tax office to which the customer belongs
Customer Marketing	indicates whether the customer subscribed to receive marketing communication
Orders	count of orders made under the customer's name
Sales	total value of all sales under the customer's name
ID	unique alphanumeric string identifying a customer

NEXT: Bookings

Updated on: 04/03/2024