✨ Please note: The Customer Group feature is only available on the Standard Plan or above.
Reporting on Customer Groups helps you understand engagement, track activity, and measure the effectiveness of group-based initiatives. This information supports better planning and targeted communication.
This article explains where to access Customer Group reporting and how to use it effectively.
Reporting on Customer Groups with the Customer list
The Customer list is a great way to get a general overview and report of all customers that belong to a customer group.
To do this:
Select Customers from the left-hand menu on your account.
Select the Filter by the drop-down menu:
Select the Customer group filter option, then the Add to add it to the search bar:
Select the Groups field to show a drop-down of all your customer groups.
You can select all or certain groups to add to the search, then select Search to generate the results.
The results appear in the list and include information on whether they were manually added to the group or are part of the group due to having a paid membership.
For example:
Exporting the list
You can export this list in a spreadsheet format. To do this:
Selecting the Options drop-down menu, then Export customers (CSV):
A loading screen will appear, where you can either wait for the report to generate or select Email report to have it sent to your email address so you can navigate away:
If you choose to wait for the report to generate, a new screen will appear with the message "Report is ready to download." Select Download to save the report to your device:
Customer Groups Overview
The customer group overview page allows you to view the total number of active customers within each group and the offers available to that group.
To do this:
Select Packages & Discounts, then Groups from the left-hand menu on your account.
The active customers figure within the group tile shows how many active customers there are in the group:
![Customer groups screen with '[number] active customers | [number] offer' highlighted](https://downloads.intercomcdn.com/i/o/o3th9nbw/1433723317/a75ef31bbe0037d8190aa322a96e/Bookwhen%2B-F0-9F-94-8A%2B2023-12-11%2Bat%2B9_22_53%2Bam.jpg?expires=1761722100&signature=73340ae025ea2cd938957fd1ac0a58c28681dbbc8d548d9b25df6f67401d34bb&req=dSQkFc58noJeXvMW1HO4zY2%2Bxe5wEeylz1XVNdyUh6CXOCKpcuagXWiKJ%2F3Y%0AdPqg%0A)
If you have active customers, select View next to the group to open the settings, and scroll down to the Customers section to view all active customers within the group.
You can also view the specific group in the Customer list by selecting Actions and then Show on customers list:
💡 Important note: When you set up a membership, the customer group is automatically created for you and will show in the customer group overview.
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