The Customer List Dashboard is a tool that allows you to download and export raw customer data for your analyses and integration. This dashboard contains information for all customers who have checked in to your store(s).
Login to the Latest Version of Treez and navigate to Dashboard > Retail Analytics > Customer > Customer List
Important Note: The Sign-Up Date and Last Visit Date fields are automatically set to 1 month prior to the current date by default.
When pulling a complete customer list:
Ensure both start dates are set to a value that will capture all customers
Recommended setting: Use 01/01/1970 as the start date
This ensures all customers are included, even those with arbitrary sign-up dates created during customer imports
Email, First Name and Last Name filters allows you to search for specific customers. The Banned Customer filter gives you quick access to the list of customers who have been banned from your store.
Availability
The Customer List Dashboard feature includes Personal Identifiable Information (PII), such as customer names, dates of birth, and physician information. Consequently, this release will not be immediately available for all users via the UI by default.
As an Admin, your roll will allow you to navigate to Retail Analytics > Settings to configure permissions for this dashboard based on user roles. Enabling access for Admin roles will grant all users within that role access to this dashboard and the export feature.
Please Note: We recommend reviewing the users assigned to Admin roles within your organization first to ensure people who get access to this tool are up to date.
We also advise reviewing the list of users assigned to Admin roles within your organization prior to enabling access to this dashboard and export information.
Ensuring that only relevant individuals have access helps maintain data security and compliance.
Export the Table
To export the list, click on the three dots in the top right corner to download the table as either CSV or Excel.
Available Data Points
Available data points are as follows:
Store Name
Customer ID
First Name
Last Name
Email
Phone
Opted In?
Gender
DOB
Driver's License Number
Driver's License Expiration Date
Customer Group(s)
Street Address
City
State
Zipcode
Referral Source
Sign-Up Date
Last Visit Date
First Purchase Date
Customer Type
Medical ID Number
Medical ID Expiration Date
Lifetime In-Store Visits
Lifetime Transactions
Lifetime Net Sales
Lifetime Gross Receipts
Lifetime Discounts
Lifetime Avg Order Value
Rewards Redeemed Gross
Rewards Redeemed Net
Rewards Refunded
Rewards Points Balance
Rewards Points ($) Balance
Is Employee?
Banned
First Warning
Second Warning
Customer Account Created User
Profile Note
Physician Info
Customer Status