To export a list of your top customers, you will first need to generate a Top N report then save as a list to export.
Follow the steps outlined below to first generate your list of customers, and then how to export them from Edge.
- First, go to Reports > Customers > Top N.
- Enter the desired amount of customers in the Top N box.
- Select a sale date range in the Sale Date field.
- In the Sold To field:
• If you need ALL customers with an email, in the email field, type in =ANY (be sure to include the equal sign).
• If you need ALL customers with an address, in the street field, type in =ANY (be sure to include the equal sign).
- You can define a specific Category or Vendor if needed, or you can select the "Based on Tender" box which will look at all sales (merchandise, custom/repair, misc sale, etc).
- Click OK to run the report.
- At the top of the report once generated, select the Mailing button.
- Then select "New List" and give it a unique name such as Top Watch Customers.
- Click OK to save.
Once your report has been named and saved, follow the steps below for exporting:
- Go to Customer > Find.
- Check all three boxes labeled as "Preferred" (phone, address, email). - this will eliminate duplicates on your list.
- On the Results tab:
• For mailers, select Couple.
• For emails, select Each Individually.
- On the Other Keys tab:
• Use the Mailing List drop down to select the list you created.
- Click OK to generate your list.
- To Export your list, right click anywhere on your generated list and select Export.
- Name your exported file and select where you want to save it, then click Save.