How to See the Purchase History of Registered Customers at the Back Office

After you have set up the customer loyalty program which connects sale records to customers, you may also want to see the purchase history of your regular customers. You can access information about customer purchases through the ‘Receipts’ report.

In the Back Office, go to the ‘Receipts’ section.

 ‘Receipts’ section in the reports menu


Click on the search icon.

the search icon

Tap your customer name and click <Enter> on the keyboard.

customer name

You will see the list of receipts that are connected to the customer.

the list of receipts

If you click on a receipt row, the details will appear on the right side of the screen.

The other way to see the information about the customer is in the exported ‘Receipts’ report file. After exporting the report and opening it as a sheet, you can filter the customers.

Choose the desired period for the report. Export it as a CSV file by clicking on the ‘Export’ button.

‘Export’ button in the Receipt section


Open the file in Google Sheets.

CSV file with Receipts opened in Google Sheets

Find and select the column ‘Customer name’ and apply a filter to it.  

Filter button in the Google Sheets

Then, click on the filter icon in the column name and select only the desired customer from the list, and apply the filter by clicking the ‘OK’ button.

selecting the desired customer

When the filter is applied, you can see purchases made by that specified customer.

apply the filter to the Customer Name column


See also:

How to Open CSV File in Google Sheets

Receipts Section in the Reports in the Back Office