Customer Lookup & Sorting

Find a customer record in Loyalty for details on transactions and customer metrics in WorkstandIQ.

Customer Lookup

Customer Sort

Customer Lookup

  • The Lookup feature makes finding details about a particular customer’s activity easy along with the ability to sort the customer list by various criteria.
  • In the WorkstandIQ Dashboard, go to Customers > Lookup.

Customer Sort

  • Customers will be listed along with various data points.  Click on a column title to sort the customer list by that specific metric.
  • Enter a customer's name in the search field to search for a specific customer.
  • "ATV" is the Average Transaction Value.
  • The "Export" button can be used to download the customer list into an Excel spreadsheet.
  • Press the "View Profile" button to view the customer details including a list of transactions.
    • In the View Profile section, the "+ New Transaction" button can be used to manually add a transaction / adjust points for that customer.
    • The "Import Transactions" button can be used to sync the customer record in Loyalty with the Point of Sale to pull in new transactions for that customer.
  • For more information on the Customer Profile please visit this Help Center Article.