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      Mailing List Report

      The Mailing List Report pulls details based on each contact within your client's page. Learn more about the Mailing List Report and its different use cases.

      On this page:

      Accessing the Mailing List Report

      Report filters

      Include inactive reps

      How to pull a report

      How to sort a report

      How to create a custom report

      How to load a custom report

      Totals

      Managerial reports

      CSV Export

      Accessing the Mailing List Report

      To access the Mailing List Report:

      1. Click the Reports tab on the left hand navigation
      2. Select Mailing List

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      Report filters

      The Mailing List Report's initial filters include the:

      To access the additional filters, click the More Filters button.

      The additional filters within the Mailing List report include:

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      Include inactive reps

      The Rep dropdown will default to all active reps in your commonsku account. If you would like to see commissions for reps who are no longer active:

      1. Click the Client Rep dropdown
      2. Scroll to the bottom of the list
      3. Select Inactive Users
      4. Select the inactive user you would like to pull client contact details for for
      5. Fill out any other necessary filters
      6. Click Get Report

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      How to pull a report

      Once you have selected your report filters, click Get Report.

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      How to sort a report

      Once you have pulled a report, click on a column title to sort that column by alphabetical or numerical order.

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      How to create a custom report

      You can save specific Search filter selections and create your own custom Sales Rep reports. Your saved reports are only available under your login; they are not shared across your entire team.

      Learn how to:

      To create a custom report:

      1. Select your preferred filters on the Search tab
      2. Click Actions > Save Report
      3. In the "Save Report" pop-up, enter a report name
      4. Click Save

      To  delete a custom report:

      1. Click Actions > Load Report
      2. In the "Load Report" pop-up, select Report
      3. Click the  download-Aug-16-2023-02-59-11-1557-PM  icon next to the report you want to delete
      4. In the "Are you sure you want to delete" pop-up: Click OK

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      How to load a custom report

      1. Click Actions > Load Report
      2. In the "Load Report" pop-up, select Report
      3. Click Load

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      Totals

      The Mailing List Report's totals box (along the top of the report) displays the total number of rows (contacts).

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      Managerial reports

      Here are a few examples of the information you can get from your Mailing List Report:

      Export your client/contact data

      Use the Mailing List Report to export a list of all of your contacts.

      To pull a report of your client/contact data:

      1. Use the filters to refine your search (optional)
      2. Click Get Report to view the report details in commonsku or click Export to export a CSV file with the contact information

      YTD sales per contact

      There are a variety of date filters you can use to pull sales numbers within a given timeframe, including:

      1. This Week
      2. This Month
      3. This Quarter
      4. This Year

      To pull a YTD sales report per contact:

      1. Use the Client Rep, Client, Client Status, or Client Tag filters to refine your search (optional)
      2. Click the "Revenue By" filter and select Billing Contact or Shipping Contact
      3. Set the Date: This Year/ your desired date range
      4. Click Get Report

      Feedback

      The Mailing List Report helps track contacts your team recently completed a project for so you can reach out and ask for feedback.

      To pull a feedback report:

      1. Click the "Revenue By" filter and select Billing Contact or Shipping Contact
      2. Set the Date: Last Week/ your desired date range
      3. Click Get Report
      4. Select to Export to CSV or your marketing integration
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      CSV export

      After you've pulled a report, click Export to export a CSV file of the report details. CSV exports make it easy to organize large amounts of data.

      The Mailing List Report's CSV export contains the:

      • Client
      • Client status
      • Contact first name and last name
      • Contact position
      • Contact default address
      • Contact phone number, extension, and fax number
      • Contact email
      • Marketing (yes or no)
      • Department
      • Industry
      • Client rep 
      • Revenue
      • Client Tags
      • Contact Tags

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