CRM Capture Custom Report

The CRM Capture Report helps merchants review customer information collected during transactions over a selected date range.

This report includes transaction details where Save as Customer Profile was disabled helping merchants review the customer information collected when the customer profile is not saved.

The report can be filtered by venue and store, then exported as a CSV file and delivered directly to one or more email recipients.

How It Works

The report is available under Reports → Custom Reports → CRM Capture Report.

When generating the report, you can configure the following options:

• Date Range – Select the reporting period using the calendar.
• Venue (Optional) – Generate the report for a specific venue or include all venues.
• Store (Optional) – Generate the report for a specific store or include all stores.
• Email Address(es) – Enter one or more email addresses to receive the report.

After submitting the request, the system generates the report in CSV format and emails it to the specified recipients.

Report Contents

The exported CSV includes the following information for each transaction

• Date: Date and time the customer information was captured.

• Venue: Venue where the transaction occurred.
• Store: Store where the transaction was completed.
• Transaction #: Reference transaction number.
• Customer: Customer name captured during the transaction.
• Email: Customer email address.
• Phone: Customer phone number.
• ZIP Code: Customer ZIP or postal code.
• City: Customer city.
• State: Customer state or region.
• Country: Customer country.

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

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