The Customer List report is your customer database as a report — contact details, customer type, saved payment method, when they last stayed with each part of your operation, and what they currently owe, broken into aging buckets. It is the starting point for most mailing lists, collections lists, and customer audits.
This article assumes you already know the basics of the Sharper reporting module — the Name, Token, Subtotal, column picker, and filter fields. For a full walkthrough of the reporting form itself, see the Sharper Reporting Reference Guide. This article only covers what's specific to the Customer List.
Why This Report Matters
One row per customer, with balance and last-stay information side by side, is a combination nothing else in Sharper offers. That makes this the natural report for:
Building a marketing list, with the do-not-email flag respected
Finding customers who have not returned for a season, for a win-back campaign
Producing an aged debtors summary — one line per customer rather than per transaction
Identifying customers with no saved payment method, ahead of an AutoPay push
The Balance Columns
Each customer's balance is split across aging buckets, calculated as of the moment you run the report and based on when items fell due:
Column | Contains |
Balance | The customer's total outstanding amount |
Current Balance | Amounts not yet due — owed to you, but not late |
30 / 60 / 90 Day Balance | Overdue by up to 30 days, 31-60, and 61-90 respectively |
Over 90 Day Balance | Overdue by more than 90 days — your worst debt |
Current Balance does not mean "the current total." It means "not yet due." A customer whose whole balance sits in Current is entirely up to date and should not appear on a collections list. The total the customer owes is the Balance column. Reading Current as the running total is the most common misinterpretation of this report.
Customer List, Customer As Of Date, or Balance Details?
Report | Use it when you want |
Customer List | One row per customer, balances as they stand right now |
Customer As Of Date | The same thing, but as it stood on a date you choose — for reproducing a month-end position |
CRM Balance Details | One row per transaction, showing which invoices and payments make up a balance |
Building a Customer List Report
Go to Reports → CRM → Customer List in the left sidebar.
If a shipped report is close to what you need, use the ⋯ menu → Copy first — shipped reports can only be edited by the Sharper team.
Otherwise click + New and give it a Name, such as "Marketing List" or "Aged Debtors."
Add the columns below from the Available panel.
Set Subtotal to Balance if you are producing a debtors report.
Turn on All Outlets if a customer may hold a balance at more than one location.
Click Save, then Get Report to run it.
Recommended Columns
Field | What It Shows |
Customer Name, Cust Email, Cust Phone | Who they are and how to reach them |
Cust Do Not Email | Whether the customer has opted out of email. Always filter on this before using the report as a mailing list. |
Cust Address 1, Cust City, Cust State, Cust Zip | Mailing details, and a way to see where your customers travel from |
Cust Type | The customer's classification, where you treat groups differently |
Cust Active | Whether the account is still active |
Cust Has Default Payment | Whether a payment method is saved — the basis of any AutoPay enrollment campaign |
Default Payment Method, Default Payment Gateway | What is saved and which processor handles it |
Cust Last Marina, Cust Last Campground, Cust Last Booking | When the customer last stayed with each part of your operation. These three are what make win-back and lapsed-customer lists possible. |
Balance and the aging buckets | As described above |
Note: The three "last" columns are separate per module. A customer who comes to the marina every summer but has never camped will have a recent Cust Last Marina and an empty Cust Last Campground — that empty value means "never", not "lapsed". Filter on the module you actually care about.
Useful Filters
A safe mailing list: Field Cust Do Not Email set to No, And Cust Email set to is not empty, And Cust Active set to Yes.
Lapsed marina customers: Field Cust Last Marina, operator <, entering a date a year or two back.
Aged debtors: Field Balance, operator >, value 0, sorted by Over 90 Day Balance descending.
Seriously overdue only: Field Over 90 Day Balance, operator >, value 0.
AutoPay campaign targets: Field Cust Has Default Payment set to No, And Cust Active set to Yes.
Debtors you can charge immediately: Balance greater than 0 And Cust Has Default Payment set to Yes.
Keeping the do-not-email filter permanently in your saved marketing report, rather than remembering to add it each time, is the simplest way to avoid emailing someone who has asked you not to.