Best Customers to Excel

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A common October/November request we hear is 'We need a list of customers to send to a mailing house'.


Choose Reports Menu





Choose Customer Reports & Labels




Here's where things can get complicated; there are a lot of criteria to select from.


But a simple approach would be the 'top 2500 customers who made a purchase in the last 3 years'


In that case you would choose:


Missing Addresses: EXCLUDE


Dates Sold: 01/01/2018 through 12/31/2019


Top X Customers: 2500


If you want to print 3 across 2 1/2 x 15/16 inch mailing labels, make sure to select

Type of Report: 3-across labels


If the list is to sent to a mailing house, select:
Export File: Export List Small CSV





If you choose to Export the List you will be prompted to select the file location (default is the DESKTOP VJS REPORTS folder)




You can view the results right away.





Or Find the results later in the desktop VJS REPORTS folder






Look for the file CUSTLIST.CSV