📁 Public Bookmarks Folder: Business Reports/Tasting Room
📌 Quick Stats:
🔻 2 filter(s) applied
📊 7 dimension(s) displayed
📈 0 measure(s) displayed
📄 Report Page: Build Beyond Limits | Advanced Reporting
🔄 Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
📝 Original Description
List of customers who had a POS order, NOT excluding $0 orders, within the last 365 days. To exclude $0 orders, us the $0 order filter and set to false.
🔻 Filters Applied
The following filters narrow down the data in this bookmark:
📊 Dimension Filters:
Days Since Last Pos Order is between: 0, 365
Is Guest Account is one of: False
📋 Columns Displayed
📊 Dimensions:
Customer Number — The outbound facing unique identifier. This can be different depending on the CRM. WD and VST use a customer_number (that is what prompted the naming), Commerce7's unique identifier is the email address.
First Name — Contact first name as defined in the contacts table
Last Name — The name of the actual club as specified in the respective CRM. (eg. 3 Bottle Pinot Noir Club). A customer can belong to multiple clubs at once but the club itself can only exist once within the winery data.
Contact Email — Contact's primary email. If contact has multiple emails, this is will be the primary. This is NOT an array of emails.
Contact Phone — Contact's primary phone number. If contact has multiple phone numbers, this is will be the primary. This is NOT an array of phone numbers.
POS Last Order Date — Last Date the contact ordered through the Tasting Room Channel Type
Days Since Contact Last POS Order — Number of days since last POS order. **Origin: Calculated**
ℹ️ Additional Details
📁 Public Bookmarks Folder: Business Reports/Tasting Room
🔑 Bookmark ID:
c27c892d-4b58-4890-b55b-7144e86d3338