There are multiple ways to export customer information from Lightspeed Golf & Lightspeed Retail
- Customer information can be exported from these locations in Lightspeed Golf:
- Segmentation Report from the Reports section
- Customer Overview, Leaderboards, and Acquisitions from the Business Intelligence section, click here for more information about Business Intelligence
- Click here for more information about Exporting Customer Data from Lightspeed Retail
Notes
- The following notes and steps only apply to Lightspeed Golf
- Only Manager and Owner Employees can access Reports and Business Intelligence
- Exported files are in .csv format, be sure that you have a program to open them
- Some options for this are Microsoft Excel, Apple Numbers, and Google Sheets
Customer Segmentation Report
- Go to the Reports tab from the sidebar
- Click on the Segmentation report, under Customers
- You will see the Filters and Export buttons at the top right of the report
- Apply any filters necessary, but note that only one player type can be selected
- Use Export Segment for filtered results, or Export All for unfiltered results
- Using the Export buttons will generate a .csv file that you will want to open with a spreadsheet program, such as Microsoft Excel, Apple Numbers, and Google Sheets
Business Intelligence Reports
- Go to the Business Intelligence tab from the sidebar
- You will see the three Customers reports available, Overview, Leaderboards, and Acquisitions
- More information about these reports can be found, at this link here.