Contact Reports

Here you will learn more about Contact Reports

Step-by-Step Guide

1. Login to your administration panel admin.yourwebsiteaddress.com

2. Click "Reports" on the left hand navigation

3. Select "Contact Reports"

4. Select the Report you want to run and adjust the date range if necessary.

• Index - Each report below is a shortcut to the current month’s data represented by the report (date range can be changed after the report is loaded), whereas the index allows you to set a specific date range prior to selecting your Contacts report type.

• Contact Login - Shows customers who logged into their profile, where they logged in from, and what items they put into their cart.

• Abandoned Carts - Shows carts that had items placed but did not follow through with the order.

• Customer Order Activity Report - Show customers activity on their accounts. Can be adjusted to only show specific customers, such as those inactive for 90 days or those belonging to a specific rep.

• Profile Verification - Allows you to verify the main email address used by a new signup, including manually verifying the mail or set up a mass verification of emails.

• Customers/Leads by State - Shows customers and leads by state.

• Customer Statistics - Displays overall general customer statistics

• Customer Sales - Displays more detailed information on customer purchases, including date range, money spent weekly/yearly

• Customer Credit - Shows customers with store credit and the amount they have.

• Affiliate Program - Displays detailed information on customers who use an affiliate link, including amount of times it has been clicked, when those clicks have converted in to order, ect.

• How They Heard About Us - Displays detailed information on how the customer discovered your website.

• Customer Artwork Storage Area - This allows you to view all customer storage areas and see what has been uploaded, as well as make adjustments to it.

• Export Contact Data Tool - Used to export contact quote and order data. This can be useful for storing your contacts quote/order information on an external storage area or running external reports.