📋 Summary:
This bookmark identifies customers with incomplete address information, which is crucial for maintaining accurate customer records and ensuring successful wine shipments and marketing communications. By highlighting customers with missing address details, the wine club or marketing team can proactively reach out to update contact information, reducing potential delivery issues and improving overall customer data quality. The report provides a clean, exportable list of customers with address gaps, allowing staff to systematically verify and complete contact records through direct outreach or internal database updates. Users can easily customize this bookmark by adding additional filters or measures to refine their analysis and create a targeted approach to data hygiene and customer communication.
This summary was generated by AI.
📁 Public Bookmarks Folder: WD Customer Sample File
📌 Quick Stats:
🔻 1 filter(s) applied
📊 11 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.
🔻 Filters Applied
The following filters narrow down the data in this bookmark:
📊 Dimension Filters:
C7 Address Check is one of: Missing part of Address
📋 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.
Company — Contact's company
Contact Address — Contact's street address**Origin: Original**
Contact Address 2 — Contact's street address 2 (eg. PO Box or Suite)**Origin: Original**
Contact City — Contact's city (residing/billing address)
Contact State — Contact's abbreviated state code (residing/billing address)
Contact Zip Code — Contact's zip code or postal code (residing/billing address)
Contact Country — Contact's abbreviated country code (residing/billing address)
Contact Email — Contact's primary email. If contact has multiple emails, this is will be the primary. This is NOT an array of emails.
ℹ️ Additional Details
📁 Public Bookmarks Folder: WD Customer Sample File
🔑 Bookmark ID:
f15be4f9-7413-45f2-8ab5-6a725b74c4d5