QUESTION:

How can I run a report of customers that haven’t been in a store in 180 days that also includes their current point total. I have a store wanting to send a 20% coupon to the top 100 customers that haven’t been to the store in 6 months but they want to pull their best customers from that list.

ANSWER:

Currently you can do one or the other, but not both... You can download the two to MS Excel and intersect them: I would use the VLOOKUP function for doing that (I'm not an Excel expert, though). Here's a quick guide on how to do that:

For example:
1) Download the list of customer balances.
2) Then download the list of missing customers.
3) Copy the "Account Code" column from the Missing Customers list into a new column B in the Customers Balances sheet.
4) Add a new blank column B in the Customers Balances sheet.  (This should leave you with the original "Account Code" in Column A, a blank Column B, and the Missing Customers report's "Account Codes" in Column C
5) Copy this formula into the first data row of the column B (Row 2):
=IF(ISNA(VLOOKUP(C2,A:A, 1, FALSE)), "No Match", "Match")
6) Copy that cell (B2) to the rest of the column B cells.
7) Now sort the worksheet by "column B" using the Menu: Data > Sort... menu command to put all the "Match" rows together.
8) Delete all the "No Match" rows, and if you want, the no longer necessary columns B and C in the Customers Balance sheet.

This should leave you with a list of all the customers who haven't been back, but with their current balances too.

Cheers

Tiago Soromenho
StickyStreet Support