Spraye makes it easy to generate reports from a variety of customer data points easily because it’s tracking and storing your data in real-time. You can use the Marketing/Customer Data Report to segment your customer base, send mass marketing emails, and improve overall communications for your customers. For ease of use, we have broken this reporting tool into 3 main categories of filters: 


  1. Sales Details

  2. Customer & Property Attributes

  3. Programs & Services 


In this article, we will discuss each category and several ways you can obtain information based on your specific needs.


Sales Details


The first section of this report focuses on lead and revenue generation. Let’s take a look at what each filter means before we begin our search. 


Date Range Filters

  • Lead Created Date Range Start / End: Enter a date range (YYYY-MM-DD) to filter accounts or sales activity based on when the lead was originally added to the system.
  • Program Assigned Date Range Start / End: Filter results by the specific timeframe (YYYY-MM-DD) in which service programs were assigned to customer accounts.
  • Canceled Program Date Range Start / End: Filter accounts or reports based on the date range (YYYY-MM-DD) in which a service program was canceled.
  • Last Purchase Date Range Start / End: Define a date range (YYYY-MM-DD) to narrow down results based on when customers made their most recent purchase.

Qualification & Source Filters

  • Estimate Accepted?: A drop-down filter to isolate accounts based on whether an estimate has been Accepted or Declined
  • Source(s): Select one or more lead sources (e.g., Referral, Website, Flyer) from the drop-down menu to evaluate sales performance by marketing channel.
  • Cancel Reason(s): Select specific cancellation reasons from the drop-down menu to filter and analyze why customers canceled their programs. The available options will be from the Cancel Reasons that are setup on the Global Settings page. 

Financial Metrics (Detailed Search Only)


Note: The following fields require entering a Start (minimum value) and End (maximum value) range to filter accounts by specific financial thresholds.

  • YTD Revenue: Filters results by the year-to-date revenue generated by the account.
  • Revenue Total: Filters accounts by their total historical revenue value.
  • Projected Annual Revenue: Filters accounts based on their expected total revenue generation over a 12-month period.
  • Annual revenue per 1000 sq/ft: Filters results by the account's annual revenue scaled per 1,000 square feet, helping analyze property pricing efficiency and profitability.


TIP Hover over the “i” informational icons displayed at the top of the column for more information about how calculations are made. 


Check out a couple examples below on how to create reports using the Sales Details section. 


Example 1 Determine your churn rate. Not only will the this report show you when your customers move on, but it can show you why by providing insights into cancellation trends. 

  • Choose your Canceled Program Date Range 

  • Choose the Cancel Reason 

  • Click Search 

  • The results will show you all customers who canceled a program within the specified time period and why. 


Example 2 If you’re tracking sources in Spraye, you can use this report to see which source is bringing in the most revenue for your company.  

  • Choose a Lead Created Date Range (YTD)

  • Choose a Source (Website)

  • Click Search 

  • The results will show all customers that discovered your company using your website. Download a CSV file to find the total YTD revenue for this specific list of customers. You may also want to look at which sources have most contributed to revenue growth over a certain period of time.  



Customer & Property Attributes


The second section focuses more on customer and property details. Do you need to search all of your active customers by grass type, property type, or customer tag? Maybe you need to see a list of all of your customers with their pre-service notifications currently turned off? There are numerous filter combinations to consider when creating your report. Let’s take a look at what each filter means before we begin our search. 


Status & Location Filters

  • Customer Status: Select a status from the drop-down menu (e.g., Active, On-Hold, Non-Active, Estimate, Prospect, etc.) to filter results by customer account standing.
  • Zip Code(s): Choose one or multiple postal zip codes to narrow down results to specific geographic areas.
  • Service Area(s): Filter by designated operational or technician service zones defined in your company settings.
  • Residential or Commercial: Filter accounts based on whether the property is classified as a Residential or Commercial site.

Property & Tag Filters

  • Property Status: Select from the drop-down menu to isolate properties based on their individual status (e.g., Active, Non-Active, Estimate, Prospect, Canceled, etc.).
  • Tag(s): Select custom property tags to include in your search.
    • Require All: Check this box if a property must match every selected tag to appear in the results.
  • Exclude Tag(s): Select custom tags you wish to hide or filter out from your search results.
    • Require All: Check this box if a property must contain all specified excluded tags to be omitted.
  • Property Condition(s): Filter properties based on property condition codes defined in your company settings (e.g., Gates Locked, Dogs, Steep Slope).
    • Require All?: Check this box if a property must match all selected conditions.

Sizing & Notification Filters

  • Lot Size (Start / End): Enter a square footage range (minimum Start and maximum End) to filter properties by total area size.
  • Pre-Service Notification(s): Filter accounts based on their required pre-service contact settings (e.g., Call Ahead, Text Prior to Entry).
    • Require All?: Check this box if a property must require all selected notification types.

Turf / Plant Specifications

  • Front Yard Grass Type: Select the specific turf grass type present in the front property zone (e.g., Bermuda, St. Augustine, Fescue).
  • Back Yard Grass Type: Select the specific turf grass type present in the back property zone.
  • Total Yard Grass Type: Select the overall or primary turf grass classification across the entire property.


Here are some examples of ways you can use these filters: 


Example 1 You may want to see the YTD revenue for all of your commercial properties that were part of your Basic Lawn Care program. 

  • Choose Active under Customer Status 

  • Choose Commercial for the property type

  • Choose the program in section 3

  • Click Search


Example 2 Determine customer lifetime value (CLV). This measures the amount of value that a new customer brings to your business. This metric is great for determining which service, program, or group of people is most valuable to your company. 

  • Choose a Lead Created Date Range in section 1

  • Narrow down your customer and property details in section 2 

  • Choose a program or service in section 3

  • Click Search 



Example 3 Are you using specific tags for your Mosquito or Grub Control customers? You can pull a report with all of your lawn care customers with a Mosquito Tag. 

  • Choose Active for the Customer Status 

  • Select the desired tag in the dropdown menu

  • Choose your program in section 3 

  • Click Search 



Programs & Services 


This section will act as a multi-use tool for your marketing & sales departments. Whether you’re sending out renewal emails for next year or upselling your customers on specialty services, these filters give you complete control. Let’s take a look at what each filter means before we begin our search. 


Active & Assigned Service Filters

  • Outstanding Service(s): Select specific services from the drop-down menu to filter for accounts that currently have those services scheduled or waiting to be completed.
    • Require All: Check this box if an account must have every selected outstanding service present to appear in the results.
  • Program(s) or Service(s): Select specific active programs or services assigned to customer accounts.
    • Require All: Check this box if an account must be enrolled in all of the selected programs or services to be included.
  • # of Completed Services: Enter a numerical range (minimum [First Box] TO maximum [Second Box]) to filter accounts based on the total count of completed services performed.

Exclusion & Historical Sales Filters

  • Exclude Customers by Program: Select specific service programs from the drop-down menu to filter out and omit any customers enrolled in those programs from your search results.
  • Previously Sold Services: Select specific services that were purchased in the past to identify historical sales patterns or recurring service history.
  • Previously sold services Start Date: Enter the beginning date (YYYY-MM-DD) for the historical window of previously sold services.
  • Previously Sold Services End Date: Enter the ending date (YYYY-MM-DD) for the historical window of previously sold services.


Here are examples of ways you can use these filters: 


Example 1 Your marketing department may need to search all customers who are currently part of your Basic Lawn Care program, but have not yet signed up for your specialty services like Aeration and Overseeding. 

  • Choose Active for the Customer Status
  • Choose your Basic Lawn Care Program in the "Program(s) or Service(s)" field
  • Select your specialty services in the "Exclude Customer by Program" field 
  • Click Search
  • The results will show you all active customers that are currently assigned to the Basic Lawn program, but are not signed up for the specialty services you selected.  



Example 2 Need to see YTD and projected revenue for a specific program?

  • Enter the desired date range in the "YTD Revenue" field of the Sales Details section
  • Choose Active for the Customer Status
  • Choose your program in the "Program(s) or Service(s)" field
  • Click Search
  • The results will show the YTD revenue for your selected program and date range in the table below. 


NOTE If you choose more than one option in the dropdown menu and check the “Require All” box, the results will only show customers who have all of the selected options. An example of using this feature would be if you need to see all of your customers who are currently part of your Lawn Care program and also have grub control services. In this case, you wouldn’t see any customers who only have the lawn care program. They would be required to have both. 


Need to export your Marketing / Customer Data Report for a marketing campaign? Check out How to Export Marketing & Customer Data to CSV. 


Email Marketing OPTIONAL


Spraye provides the unique opportunity to send mass emails directly to your customers based on search results in the Marketing/Customer Data report. Use filters throughout the report to refine your email list depending on current programs, excluded programs, and previously sold services. Once you’ve narrowed down your list of customers, click the Send Email to List button and prepare your email.