The Marketing / Customer Data Report allows you to extract detailed customer profiles and financial metrics for target marketing campaigns, revenue tracking, and account analysis.


When you generate this report and click the "Send CSV to Email" button, the system sends a CSV file directly to your inbox containing comprehensive customer and property data.


Important Note on Data Filtering: The specific list of customers included in your exported CSV file is determined entirely by the filters selected prior to generating the report (e.g., date ranges, active vs. inactive status, specific services, or geographic zones). Always confirm your filters before exporting.


What Information is Included in the CSV Export?

The emailed CSV file includes the following detailed data fields for every customer matching your selected filters:


1. Customer Identification & Contact Info

  • Customer Number: Unique account identifier assigned in the system.
  • First Name & Last Name: Primary contact name associated with the account.
  • Email & Second Email: Primary and secondary email addresses on file for communication.
  • Address: Service/property street address.
  • Cell Phone & Phone: Primary mobile number and alternate contact phone numbers.

2. Revenue & Financial Metrics

  • Revenue by Program: Total revenue generated under specific program subscriptions based on selected criteria.
  • YTD Revenue: Total year-to-date revenue collected from the customer.
  • Projected Annual Revenue: Estimated total revenue anticipated from the account over a full 12-month period.
  • Annual Revenue Per 1000 Sq Ft: Standardized financial measurement displaying customer value relative to lawn/property size.

3. Property Specifications

  • Lot Size: Total square footage or acreage recorded for the property.


How to Export the Report

  1. Navigate to Reports ‭-> Marketing / Customer Data Report.
  2. Apply your desired Filters (e.g., Sales Details, Customer & Property Attributes, and Programs & Services).
  3. Click Quick Search to preview your results.
  4. Click the Send CSV to Email button at the top of the report screen.
  5. Check your email inbox for the attached CSV spreadsheet.