Improvements to Customers and Transactions pages

We’re excited to announce a number of updates to the Customers and Transactions pages that’ll make it even easier for you to access useful information about your customers and transactions.

Here’re the new things you can do:

• Export your details of your top customers
• Filter customers by number of successful, abandoned, and failed transactions
• Filter transactions by customer email address
• Save your default filtering option

Export details of your top customers

Your top customers spend the most, or buy the most number of times from your business. We’ve made a simple update to the Insights page that lets you export details about your top customers for any given time period.

Here’s a list of top-customers details you can now export:

• First name
• Last name
• Email
• Phone number
• Number of transactions
• Total amount spent
• Percentage of revenue (the percentage share of revenue that a particular customer has contributed to your business)
• Created date (the date that each transaction is made)

To export your Biggest Spenders report:

• Login to your Paystack Dashboard, and click on “Insights” [1]

• Scroll down to the Top Customers section of the page, and click on “Biggest Spenders” [2]

• Click on “Download Biggest Spenders CSV” [3] to export your biggest spenders data to your computer

The downloaded report is a CSV file, and you can open it with any spreadsheet application such as Microsoft Excel, Google Sheets, or Numbers.

To download the Most Payments report:

• Click on “Insights” on the Dashboard
• Scroll down to the “Top Customers” section of the page, and click on “Most Payments” [4]

• Next, click on “Download Most Payments CSV” [5] to download the report to your computer as a CSV file

Filter customers by number of successful, abandoned, and failed transactions

Sometimes, you want to find information such as “customers who’ve had at least 2 abandoned transactions within the last 2 weeks.” The new filters let you do just that - filter through your customer list by the number of successful, abandoned, failed, and reversed transactions that customers have had within a time period. 

Here’s how to find customers with these filters:

• Login to your Paystack Dashboard, and click on “Customers”
• Click on Filters [1] to show a list of filter options

• Click on the first drop down [2] to filter by either “at least” or “exactly” a number of transactions that the customers have had

• Click on the next dropdown [3] to select one of the following transaction types:
  • transactions (all the transactions)
  • successful transaction(s)
  • failed transaction(s)
  • abandoned transaction(s)
  • reversed transaction(s)

• Click on the dropdown in the “Date Period” section [4] to select the desired time range for which you want the report

• Select the class of customers you want to generate the report for (new, returning, or all customers) [5]

• Click on “Filter” [6] to find customers that satisfy your preferred filtering options 

Filter transactions by customer email address

You can now filter through transactions on the Transactions page using customer email addresses. This feature helps you narrow down transactions faster, especially when you have only the customer’s email address.

Here’s how to filter by customer email address:

• Log into the Paystack Dashboard, and click on “Transactions”
• Click on “Filtered By” [7] to reveal a modal containing filter options
• Type the desired customer email in the Customer ID/Email entry box [8]
• Click on “Filter” to filter your transactions list

Save your default filtering options

On the Transactions and Transfers pages, you can now save your preferred filtering options. By default, the Transactions page shows you a list of all successful transactions that your business has ever processed while the Transfers page shows you all the transfers that your business has ever done.

You can now change these default filtering options such that, by default, you see transactions or transfers that fit your custom filtering options!

Here’s how to set a default filtering option:

• Click on Transactions on the Dashboard
• Click on “Filtered By” shown as [7] above, and select your preferred filtering options
• Click on “Save as default filter” [10] to save this option, and your Dashboard will always remember it, and serve you a transaction list that fits your custom search filter every time you log in to your Dashboard
• To set a default filtering option for your Transfers page, click on “Transfers”, and follow the same steps above

Questions?

If you need any help at all concerning any of these updates, please feel free to send us an email at [email protected], or request a phone call!