@Helen @stanfordaustin
I needed that as well and after searching this for days, this is what I came up with:
1- Downloading customer list from the customer page: But has major problems:
A- gives you VERY LITTLE details such as emails, phone numbers, and totals spent since their first visit.
B- No options for Dates,
C- No transaction Details
D- No accounting for Refunds issued -- so totals are always higher if I gave a customer a refund at any point.
in my opinion useless for details, somewhat good for who is the winner of the best customer, even though he/she might have been the worst and always received refunds, and actually spent the least 🙂
2- dashboard --> transactions -->then filter by customer name (you have to input that manually --> then exporting, is the only way to achieve something like what I was looking for yet there are still some problems:
A- It is tedious to do this for each customer, in comparison if the field "customer" was added to all the exports then we can at least do one tedious job or getting our info from one file in excel -- this way you will have tons of files to download, fix and compile to come up with an overview between customers.
B- if you export "transaction CVS" OR "Item Detail CVS" one important thing is missing, which is REFUNDS that were done. So the numbers will be a mess, any refunds you issued that customer for whatever reason don't show in these reports, so the totals will be always equal to (if no refunds) or higher (if refunds were issued in the time period) than the actual numbers...
So the only way to do this and get the right numbers is to export "Items Summary CVS" from the transaction page after you choose the dates you want and filter by a customer (one by one). This will account for refunds, gives you an overview of which items the customer bought, which ones got returned and the right totals.
@Helen what we need is simple, in any of the reports that are exported, add the "customer" column/field .. the more fields added to an exported file the better... we can always delete columns we don't like, but we cant add columns we don't have.
Hope this workaround helps some people for the time being
