# Customer Details Report

The Customer Details Report is found under **Reports → Customers → Customer Details**

This report is designed to show the individual customers within your CRM.

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Use the Date Range and Filter selections to refine your search.

<details>

<summary>Filter Definitions</summary>

* **Date Range Type :**&#x20;
  * **Customer Created Date**
  * **Order Created Date**
  * **Purchase Created Date**
  * **Purchase Decline Date**
* **Date Range** : Use the defaulted date ranges or specific dates to find the customers.
* **Campaign** : Filter for customers that have an order within a specific Campaign, or multiple campaigns.
* **Campaign Category** : Filter for customers that have an order within a specific Campaign Category, or multiple Campaign Categories.
* **Base Product** : Filter for customers that have an order where a specific product was purchased.
* **Product Category** : Filters for customers that have an order where the products purchased were within a specific Product Category.
* **Campaign Product** : Filter for customers that have an order where a specific campaign product was purchased.
* **Coupon Code** : Filter for customers that have an order where a specific coupon code was used.
* **Affiliates** : Filter for customers that have an order that came from a specific affiliate.
* **Call Center** : Filter for customers that have an order that came from a specific Call Center.
* **Agent** : Filter for customers that have an order that came from a specific Agent within your account.
* **Currency** : Filter for customers that have an order that were processed in a specific base currency.
* **Country :** Filter for customers that have an order with a specific billing country.
* **Pay Source** : Filter for customers that have an order that used a specific Pay Source.
* **Customer Type**
  * **Abandoned Cart :** Customer has a partial order with products.
  * **Abandoned Cart Only :** Customer has a partial order with products and no sales or declined orders.
  * **Active Recurring :** Customer has a purchase in Active, Trial, or Recycle Billing status.
  * **Declined Orders Only :** Customer has a declined order and no sales.
  * **Lead Only :** Customer only has partial orders with no products.
  * **New Customer :** Customer had their first sale within the date range.
  * **One-Time Sale Only :** Customer only has one-time sales.
  * **Partial Orders Only :** Customer only has partial orders, no sales or declined orders.
  * **Repeat Customer :** Customer has a new sale within the date range and has another existing sale.
* **Order Status** : Filter for  customers that have an order in a specific order status.
* **Purchase Status :** Filter for customers that have a purchase in a specific status.
* **Funnel** : Filter for customers that have an order that came from a specific funnel.
* **SMS Marketing Opt-In**
  * Opted In
  * Not Opted In
* **Email Marketing Opt-In**
  * Opted In
  * Not Opted In
* **Exclude Test Cards :**  Exclude matches test card orders.
* **Get Count Only :** Return only the count of matching customers instead of the full table.
* **Current Customer Values Only :** Filter using the current customer values only. If unchecked, the customer will be included in the results if the customer has any orders that match the filters.

</details>

Click the green Search button once you have made your filter selections. Once a search is submitted, scroll down to view the data table.

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The table at the bottom of the page shows the details of the filtered customers:

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## Customer Details Table Header Definitions <a href="#orderdetails-orderdetailstableheaderdefinitions" id="orderdetails-orderdetailstableheaderdefinitions"></a>

* **Date :** The date of the record as defined by the Date Range Type filter.
* **Customer :** The name of the customer.
* **Email :** The current email address of the customer.
* **Phone :** The current phone number of the customer.
* **Email Marketing :** Whether the customer has opted into email marketing.
* **Sms Marketing :** Whether the customer has opted into SMS marketing.
* **Items :** The order items of the customer's orders that match the current filters.
* **Declined Items :** The declined order items of the customer's orders that match the current filters.

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The CSV download includes the customer's current details along with the items from matching orders.

<details>

<summary>CSV Columns</summary>

* date
* firstName
* lastName
* emailAddress
* phoneNumber
* smsMarketingOptIn
* emailMarketingOptIn
* ipAddress
* companyName
* address1
* address2
* city
* state
* postalCode
* country
* shipFirstName
* shipLastName
* shipAddress1
* shipAddress2
* shipCity
* shipState
* shipPostalCode
* shipCountry
* currentPayment
* custom1
* custom2
* custom3
* custom4
* custom5
* successfulItems
* declinedItems

</details>